941 Relationship Manager Jobs in Covina, CA - Zippia (2024)

iSpace is currently seeking an experienced Client Solutions Manager to help accomplish our growth strategies. The successful candidate will be very detail oriented with strong follow up skills to nurture existing relationships with current clients along with a strong motivation to break into new accounts through continuous effort. This individual will have the ability to showcase iSpace's capabilities, benefits, and value proposition in all interactions to generate new business with existing clients by leveraging our current relationships. The ideal candidate should be passionate and aggressive to grow both the IT Consulting and IT Staffing business and must be able to work independently, influence key stakeholders, and drive iSpace growth imperatives. We are looking for a talented BDM, with the right mix of experience and relationships with key stakeholders, to work with our seasoned team to grow iSpace into a market-leader in Staffing and Placement organizations within the Manhattan Beach or Newport Beach, CA. area Job Responsibilities Customer Acquisition - Identify new iSpace clients through the candidate's existing and growing network and relationships. Also work with other members of the iSpace team to target new strategic accounts. Identify New Staffing and Placement Opportunities - This would include contract, contract to hire, and direct permanent placements with new and existing iSpace clients. Consultative Selling - Apply consultative-selling techniques to identify and advance opportunities that result in ongoing profitable revenue growth for iSpace. Additionally, identify potential opportunities for IT Managed Services group through identifying customer needs. C-Level Partnering - Contribute to enduring executive relationships at the client's organization; establish professional relationships and credibility with key IT and business executives to enhance the business of iSpace. Industry and Client Knowledge - Stay current with industry and competitive research and information to enable rich client dialogue; maintain an understanding of client business challenges, industry trends and markets; demonstrate the knowledge to position and map iSpace capabilities that align to client business objectives and initiatives. Sales Reports and Funnels - Prepare periodic sales report showing sales volume, potential sales, and areas of proposed client base expansion. Qualifications And Required Skills: 7+ years for strong experience of building an account from the ground up involving all aspects of the sales process for selling IT Staffing / IT Consulting Services and Generating New Business through direct client relationships. Responsible for all phases of the sales cycle including prospecting and identifying new potential clients, introductions and scheduling meetings with key decision makers, presentation of services, contract review and negotiations, establishing and driving processes and delivery of services Ability to lead the strategic direction of the account by establishing and articulating account growth and client satisfaction goals in relation to client expectations Ability to drive new business development with an established record of closing new accounts through relationships, responses to request for proposals, participation in networking events, or technical user group events for building client pipeline and meeting potential candidates Must be competent in all aspects of the sales process, prospecting, cold/warm calling, networking, scheduling meetings, client presentations, gathering requirements and managing results Ability to partner iSpace Technical Solution Managers and bench staff to create IT Solution project proposals, sales presentations for new opportunities Ability to partner with the recruiting team to drive desired results and deliver high quality IT talent Excellent written and verbal communication skills and articulate phone skills

Ernest is currently in search of a B2B Outside Sales Rep (Client Relationship Manager) for our division located in Los Angeles, CA. This position would be focused on a territory in the Inland Empire. This is a full time position that offers a competitive base salary, plus commission, along with benefits. For over 75 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while making what you're worth with a lot of really awesome people. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. _______________________________________________________________________________________________ Responsibilities: • Outside face to face sales • New business development, account management, client retention • Develop and maintain your own book of business The benefits of being an Ernest Client Relationship Manager: • develop, keep, and manage your own accounts • continue to make residual income from your accounts • and of course a strong base salary + commission + car allowance + benefits • uncapped earnings potential

Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known for its dedication to excellence, forward-thinking approach, and a team of professionals who are passionate about the fashion industry. Hilldun is hiring a Los Angeles Client Relations Manager to support Hilldun's West Coast and APAC clients.Essential Functions / Responsibilities Oversees Hilldun's West Coast and APAC clients (the “Territory”) or as determined by position or assigned by management Mitigates client concerns and issues by monitoring areas such as volume, agings, concentrations, credit coverage and credit losses Builds a strong rapport and working relationship with clients Acts as the point person for assigned accounts, communicating and working directly with various departments to address client needs and inquiries Onboard new clients located within the Territory Oversee Los Angeles Office All other duties as assigned by management Required Knowledge and Qualifications Minimum 3 years of experience working in the fashion industry and specific brand experience preferred Experience working with an ERP system Knowledge of factoring

Beverly Hills Private Wealth is an SEC registered investment advisory firm located in Beverly Hills, CA. We are a recent wire house breakaway and thrilled to be building our team in our own completely independent business. Though our company is new, our team is not! Some members of our team have worked together for 25 + years. Our team consists of three advisors/partners, a financial planning associate, three client relationship managers, and an office operations associate. We have completed our transition from a large broker-dealer and are continuing to grow rapidly. Our clients are ultra-high net worth individuals, families, and business owners who rely on our knowledge and white-glove service to support their daily needs. We are fast-paced and hardworking but share keen senses of humor and genuinely enjoy each other's company in and out of the office. We plan multiple team outings each year to show our appreciation and encourage work/life balance. We are looking for a highly motivated professional who shares our entrepreneurial spirit to join our team as a Client Relationship Manager (CRM). You will work closely with three other CRMs and a Chief of Staff, to efficiently help our clients to manage important elements of their portfolios and daily needs. Responsibilities include, but are not limited to: · Account opening and new client onboarding. · Daily client account maintenance. · Promptly responding to client requests for funds, data, etc. · Execute journal entries, check requests, ACH transfers, and wires. · Assist clients with 529 contributions and distributions. · Process charitable donations. · Answer phones and monitor faxes. · Participate in ad-hoc firm projects like client events, firm committee initiatives, etc. · Help to recruit and train others as our firm continues to grow. Qualifications · Bachelor's degree, preferably with a business or finance emphasis. · Minimum of 1 year working at an RIA or broker-dealer, ideally in a support or operational role · Familiarity with Salesforce Salentica, SMArtX, and Black Diamond software is a plus. · Extreme attention to detail. · Excellent written and verbal skills. · As this role is client facing, you should be a “people person” who enjoys forming deep and meaningful relationships with our clients. · Ability to think outside of the box and work in a fast-paced environment. · You must be a true team player and be able to jump onto a project as needed. · A good sense of humor and an entrepreneurial spirit. . RIA experience preferred. What we offer: · 401k plan with safe harbor contributions. · Defined benefit plan (upon meeting eligibility requirements). · Health, dental, vision, AD&D, and life insurance. · PTO and sick days, plus 9 federal holidays off. · Employee rate for financial planning and a discounted rate for your family members. · Financial assistance in pursuit of a designation that compliments your role and increases your effectiveness and knowledge. · We buy breakfast every Tuesday and lunch every Wednesday. · Work from home 1 day/week, after your training is completed. · Compensation for this role is $75k- $95k including performance and incentive bonuses, based on experience. . This is a junior role. Beverly Hills Private Wealth LLC is an equal opportunity employer.

Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento and WooCommerce. EBizCharge offers its employees unlimited earning potential, career advancement opportunities, and a dynamic work environment. EBizCharge is looking for a positive, energetic, and self-motivated Relationship Manager. The qualified candidate will be reporting to the VP of Sales and will be working to close new opportunities and vet out existing accounts. This fast-paced environment encourages independent thinking and decision making. Responsibilities: Source new sales opportunities through inbound and outbound lead follow-up. Qualify prospects through outbound outreach (cold calls & emails). Understand customer needs and requirements for new and existing clients. Research accounts, identify key players and generate interest. Manage and maintain prospects within your assigned lead list. Maintain healthy client relationships. Nurture existing account relationships to obtain client referrals. Run product demos and provide proposals to prospective clients. Be an effective closer. Qualifications: Bachelor's degree in business administration, or a related field is preferred but not required. Previous experience doing outbound outreach is highly preferred. Strong phone presence and oral communication skills. Excellent verbal and written communications skills. Strong listening and presentation skills. Ability to multi-task, prioritize, and manage time effectively. Experience working with Salesforce or similar CRM is preferred but not required. Payment software/ERP experience (a plus but not required) Benefits: 100% employer paid benefits (including Medical, Dental, Vision, & life insurance) for selected plans for the employee. Retirement 401(k) plan with company match. Gym access, dry cleaners, car wash conveniently located within building. Generous PTO plan with an additional 9 Days Company Paid Holidays per year. Job Type: Full-time The Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job applicant, employee, or unpaid intern by any employee of the Company, including supervisors and coworkers. Pay discrimination between employees of the opposite sex or between employees of another race or ethnicity performing substantially similar work, as defined by the California Fair Pay Act and federal law, is prohibited.

Wealth Relationship Manager Salary Range: $70,000-90,000 DOE Who you'll work with: Our team at Advisor Launch Lab has been hired by an exceptional LPL financial advisor who has a unique opportunity for the right candidate. We are seeking a bilingual Spanish and English-speaking candidate to join this small, but very experienced, financial planning team as a Wealth Relationship Manager who will work in three credit union branches in the Pasadena area. Are you someone who loves financial planning and working with people but has found you would rather help your clients live their best lives instead of going out and growing a business? Do you make friends everywhere and want to help educate clients and credit union employees? This may be the role for you! We are on the lookout for a person who wants to be the go-to person on financial planning and education, making sure folks feel taken care of, and conducting frequent lunch and learns…all with the support of an experienced senior advisor. You'll have the opportunity to plant yourself within this community as a financial professional doing proper financial planning…without the pressure to go find clients. You're a great fit if: You're a compassionate financial professional who is confident in your ability to provide great client service without ever needing to go out and prospect. We are seeking a full-time Wealth Relationship Manager to join this advisor in Pasadena, CA in an in-person working environment. You will need to have reliable transportation to travel between branches frequently. This role is ideal for you if you've worked in the financial industry for a couple of years and know you want to help others but don't want to build a client base of your own. If you are seeking stability and a sense of purpose within your community, then this is the right place to join. Responsibilities (may include but not limited to): In this role, you will work independently and alongside of a seasoned professional within three credit union branches, helping with the following: Create simple and straightforward financial plans for credit union account holders Be in the branches and make credit union staff aware of your presence Prepare 15-30 minute presentations on various basic financial planning topics and present to branches weekly Schedule meetings with credit union clients Develop strong relationships with credit union employees and credit union customers Work independently with minimal oversight Use basic financial planning tools and keep a CRM up to date Qualifications: Minimum one year of experience (ideally three or more) in the financial planning industry Series 7, 66, and CA Life & Health licenses required Must be fluent in both Spanish and English Excellent verbal and written communication skills Must have reliable transportation to drive between three local credit union branches Must be legally eligible to work in the United States Must be able to pass a background check Compensation: $70,000-90,000 (Depending On Experience) 2 weeks PTO, in addition to paid holidays SEP IRA Health insurance stipend Travel reimbursem*nt What do you need to know and what's next? -Include a short cover letter answering the following: What caused you to apply to this role? Describe a challenging client situation and how you helped them What are your compensation requirements? -Include your resume. -Send all of the above as a single PDF to hello@advisorlaunchlab.com -Applications will be accepted until the position has been filled. All hiring processes are being conducted by Advisor Launch Lab. Direct all contact to our team via email (hello@advisorlaunchlab.com) should you have any questions about the position.

Job Description Adomni is a dynamic and innovative adtech startup that transformed the way digital ads are bought and sold for screens in the real world. Our ads platform connects screens + audiences globally, driving business results from branding to performance marketing KPIs. At our core, Adomni is a best-in-class ads platform used by smbs, midmarket and enterprise brands to bring video to the real world, and now to CTV! SOME COOL THINGS GOING ON We are a preferred partner to TikTok and helped launch their new TikTok Out of Phone program We are a first-to-market partner for mobile measurement company Kochava with an exclusive in-home/out-of-home program, Outside In featuring CTV We are an exclusive partner to Influential bringing influencers to the real world on screens globally from NYC to London to Dubai Job Summary Adomni is looking for a consultative and strategic Client Partner, Digital Media to drive advertising revenue for real world video and CTV via our ads platform. The role will focus on client acquisition through lead gen, deal cycle management and closing new business. The primary focus of the role is to attract new advertisers, while working with a team to retain existing clients. This is an individual contributor role, which also involves working in a small team of sales reps, strategists, data and analytics leads, and account managers. Roles and Responsibilities Quota based role, working with major holding companies, the hottest social and influencer agencies, digital agencies and enterprise brands across the major verticals to attract advertising revenue for our video ads platform, focused on real world and in-home (CTV) screens. Prospecting & lead generation for new business opportunities Creating and presenting Adomni value proposition with effective storytelling and data / insights Bring social, video, digital first brands to the real world and in-home screens Working cross-functionally to develop effective campaigns for clients Oversight for customer success team managing client retention Forecasting, pipeline management, business planning and goal attainment KNOWLEDGE AND SKILL REQUIREMENTS Experience in solutions and consultative selling. Knowledge of sales quota goals and revenue expectations. Relationships with agency and brands direct. Social and digital media savvy. Ability to travel (avg. one-two weeks / month) EXPERIENCE 5+ years in sales and/or business development. Experience in advertising sales is a requirement. Existing relationships with advertising agencies and brands. Experience with social, digital, video, programmatic advertising. Experience working for a start-up company is a plus. LOCATION Remote or in/near a major Metropolitan city (NYC, LA, Chicago) Powered by JazzHR IjU5QE95Qn

Job Responsibilities: Administration Support our team with new client onboarding, paperwork processing, client log in, and maintenance requests etc. Maintain high levels of communication with team and clients throughout the new account onboarding process and when handling routine account maintenance items. Provide operational and administrative support to team in their daily business practices. Organize, track and lead team projects, seeing them through to successful completion. Own account maintenance for new and existing clients, including collecting client-specific information such as beneficiary and address changes. Run, prepare, and send client statements and reports as needed. Preparation and distribution of ADV, CRS, and Privacy Policy. Communication/Relations Act as an initial point of contact for screening of client needs. Build client relationships while delivering white-glove customer service. Send clients all necessary supplemental/disclosure paperwork. Take a lead role in strengthening and growing our team's relationships with clients. Organize team for writing and submission of the quarterly newsletter including interacting with compliance department and print shop. Prepare and send printed and digital newsletters. Prepare, design, and submit monthly digital bulletin. Plan, organize, and own completion of quarterly client education seminars | Zoom and In Person. Function as the client liaison/gatekeeper for all incoming calls. Schedule all planning meetings and financial updates, track in CRM, and confirm upcoming appointments. Annual Planning Meeting Concierge: snacks, drinks, chocolates, coffee, creamer, cleaning supplies, and tissues stocked | plants watered. Prepare and send birthday and anniversary gifts and cards, special day cards and gifts. Design With the “New Client Experience” in mind, consistently update the website, design elements and photos with originals or purchased content. Brand and design all correspondence including newsletters, winter letters, digital bulletins, new client folders, etc. Annual planning meeting presentation design and slide deck for all clients. Expectations: Follow through with workflows to completion and double check work for accuracy. Respond to all client requests within one business day. Complete, track, monitor and confirm all pending issues as requested. Utilize the CRM to manage and document all client activity. Process and follow-up on any open items as needed. Contribute to team meetings and events in a positive manner. Follow our team's core values. Actively support all team efforts, events, and functions. Act as a backup, when necessary, with the best interests of our team always in mind. Other duties and special projects, as assigned Education/Experience: Bachelor's degree (Psychology, Education, or Communication preferred) Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace (Gmail, Drive, Docs, Sheets, Slides) 3-5 years of experience in full-time people-focused roles Experience with Adobe Suite, Canva, or other graphic design software a plus Compensation: $80,000-$90,000 annually Work Schedule: 5 days a week on-site Monday through Friday, 8:00AM to 4:30PM

Title of Role: The Senior Strategic Account Director Reporting to: AVP, Manufacturing LTIMindtree is seeking a high-energy, self-motivated professional with sound business insight and growth instincts to manage a portfolio of accounts in the Auto - Manufacturing Unit. The Senior Strategic Account Director is accountable for growth, relationship strength and overall performance of the large Fortune Insurance account/s This role will be responsible for growing and expanding senior level client relationships, upselling within the account, managing teams across multiple geographies, customer satisfaction and the overall client relationship. About LTIMindtree's Manufacturing Practice: LTIMindtree's strong domain and technology capabilities, focused sub-industry offerings, and a strong partner ecosystem, enable true end-to-end transformation, helping Manufacturing customers modernize their core, reimagine their go-to-market models, adopt cloud, leverage data and insights, and better engage with their customers through insightful analytics, personalized marketing, and tailored experiences. We enable to accelerate digital transformation and reimagine their business and technology models. Key Responsibilities: · Plans accounts strategy for long-term profitable growth and position LTIMindtree as a thought partner and business leader within the account. · Leverage strong domain knowledge of the industry to understand customer's business aspirations and challenges and design comprehensive transformation propositions. · Builds and manages relationships across various levels in the client organization, particularly in the C-level/executive management level · Creates opportunities to position LTIMindtree credentials, assets and value to the client and qualifies, prioritizes and assigns opportunities to deliver the highest percentage of wins · Delivers long term strategy and goals at the BU/Corporate level; leads and manages the Account Team to ensure attainment common objectives Role/Skills Requirements: · 5+ years of experience managing and growing key Fortune accounts · Established connections with CXO‘s and senior executives · Digital enabled business transformation is your playground - you can visualize and design transformational solutions based on customer business goals, new business models and disruptive digital technologies. · Proven experience in managing and connecting global multi-disciplinary teams, partners and alliances across engagement life cycles. · Sound operational capabilities especially around P&L and account management · Proven track record in exposure to outsourcing deals and consulting projects and scaling business in managed portfolio; this includes a sound understanding of emerging trends and new business models affecting the client segment · Strong capability in responding to proposal request with an eye for innovative solutioning and newer business/commercial models · A positive, results oriented style - must have a “change agent” attitude - challenging convention and pushing us and our business towards new opportunities, approaches, ideas, perspectives, etc Must be willing to travel within the US and abroad when required. Deadline for application: Education Relevant degree required.

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving target deposit and loan goals by performing the following duties. Contribute to Commercial Lending success annual sales & revenue plans by: Closing Deposit sales and loans. Actively prospects new customers and penetrates the existing client relationships. Assumes the overall responsibility to conduct due diligence, assess the risks and structure the credit facilities Participate in client meetings & proposals. Initiating Deposit sales independently through prospecting and projects/initiatives. Lead client meetings & author client proposals. Collaborate with appropriate EWB Bank partners. Aggressive calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies, HOA, fiduciary segments for new business growth of all existing relationships. Responsible for carrying out targeted deposit generating strategies. Preparing documentation and following through for proper booking, of sales credit, checkbooks, etc. Following-up with customers to ensure satisfaction. Provide first-point-of-contact support for Deposit related and other non-credit matters for RM customers and customers who self-select to contact the incumbent. Act as an expert advisor for the clients. Resolve client requests and/or issues independently. Maintain databases and results tracking as needed to support the Division's sales of Deposit products and growth. Make presentations to Division employees, Division Managers, and senior management regarding Deposit Other projects as assigned by management. Qualifications: Bachelor's Degree in Finance, Accounting, Management, Marketing or 10+ years equivalent work experience in lieu of degree. Minimum of 10 years sales/financial services experience. Strong network of COI and established relationships in related industries Masterful at relationship building and business development with strong influential and decision making skills Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services Excellent communication skills with all levels of external and internal clients Very strong written and verbal communication skills. Compensation The base pay range for this position is USD $65,000.00/Yr. - USD $250,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

We believe in the power of media to reshape our industry and orchestrate a brand's entire consumer experience, by balancing both what unites people and what makes them different. When brands unite people in culture, they build Fame, and when brands connect individuals to their unique journeys, they build customer Flow. Initiative builds Fame & Flow for brands like Nike, Amazon, Merck, and T-Mobile. Media responsibility is at the forefront of everything we do, whether it's creating media plans that reflect the diversity of our communities, promote brand safety, and foster sustainability. Our agency celebrates diversity in an inclusive environment where all of our 6,000+ strong talent across 90+ markets feel seen, heard, and valued. Our vision is to create not only a better media company, but also a better media industry, and maybe even a better world. We make a promise to our people that we double down on seeing, celebrating & elevating all the things that make you, uniquely you. And just as we do for our brands and clients, we connect our people to the journeys that matter in building a meaningful career. There are four I's in Initiative and these represent our core values and behaviors. INDIVID[YOU]ALITY - you bring your genuine and unique self to and into the work, every day. INSTINCT - you're tuned in and armed with intelligence; you have a bias for action - sh*t happens when you're around. IMPACT! - you care deeply about the impact you have on our clients, their customers, our community, the media landscape and our world at large. IMAGINATION - your ability to imagine and bring to life the ideas, solutions, and the future of Initiative, makes us THE create media agency in the world. Position Overview We are looking for a Manager, Client Solutions, Analytics to join our team! We are looking for ambitious, analytical, hands-on problem solver who can manage multiple projects. This individual should have a strong interest in media, marketing and business intelligence. The role requires the ability to actively apply the agency's proprietary ad effectiveness and measurement tools, as well as 3rd party vendor solutions, to determine the impact of advertising on the client's business. The position also requires the ability to understand the strategic communications needs of client advertisers and align these needs to the day-to-day issues of data and reporting. Responsibilities Manage planner and client relationships in addition to multiple projects and demands Be part of a team and create clear paths to success for analysts Participate in brainstorming sessions with communication planners, creative teams, media planners, buyers, clients and other partner agencies Design and manage execution of custom analyses Ensure high quality in data and analytics deliverables and uncover business opportunities Work to improve automation and reduce human error in data processing and analytics Required Skills and Experience Ability to scope an analytic solution out of a vague business problem Experience managing and mentoring junior team members Strong interpersonal, written, and verbal communication skills Strong background in statistical analysis and digital analytics. Excellent quantitative and analytical skills with the ability to draw conclusions based on data Comfortable actively participating and contributing in meeting settings with multiple stakeholders Capacity for problem conceptualization and solution design through analytical thinking Strong verbal, written, and organizational skills Experience with Datarama, ETL process, and site tagging Superior ability to build and deliver impactful presentations at senior levels Initiative does not require candidates to have a college degree Desired Skills and Experience Experience with data-management, statistical and/or optimization languages, ideally SAS/R/SQL/GAMS Python, SQL Server & Tableau expertise for data investigation and QA Extensive experience presenting and interacting with clients Ability to investigate, analyze and solve problems as well as clearly communicate results through requirement documents Handle multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly Strong attention to detail, well organized and possesses the ability to prioritize multiple tasks under pressure Ability to work collaboratively as part of a cross-functional team Be a highly motivated team player 5+ years of experience in an analytics function and media We See You We embrace diversity, and our responsibility to maintain an inclusive environment is core to our culture and values. We see diversity of people and experiences as fuel for creativity and innovation needed to bring about the best experiences and services. A diverse workforce means we can grow together, be better problem solvers, and bring about long-term, meaningful change where we will achieve above and beyond our business goals. We are better together.. When you join Mediabrands, you join a global community and are valued for who you are - your lived experiences, the contributions you make, and the distinct perspectives you bring. Here, what you think and who you are is just as important as what you do. As we recruit, we are dedicated to looking beyond what a resume can show. If you think you'd be a great addition to the team but don't have the exact experience or skills, we encourage you to apply and share your unique background with us. We see you at Mediabrands. Wage and Benefits We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. To give you the ability to better meet your personal needs, and in support of your physical and emotional well-being, you will receive discretionary time off days and company-wide Appreciation Weeks and Wellness Days. We also offer a competitive Total Compensation package, including a competitive salary and eligibility for an annual discretionary incentive award or a relevant incentive award. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications. Employment Transparency It is the policy of Mediabrands, division of the Interpublic group, to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law. Please note this is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email accommodation@mbww.com Salary Range $90,000 - $110,000 USD

The Client Partner will be responsible for working with pre-existing internal relationships at Netsuite. The goal of our company is to deliver stellar results to clients in a timely fashion. Our ideal candidate is a creative problem-solver who thinks outside the box, willing to take on any challenge, with the ability to understand a client's business, scope a project and write the Statement of Work (SOW). Office culture is extremely important, so you must love what you do, drive results, and be fun to work with. You will be working with clients, Netsuite Account Executives, and internal Plative team members to provide suggested solutions after thoroughly analyzing and understanding the business requirements of new clients. Responsibilities Include: Meet and exceed targeted sales goals exceeding $1MM per year Produce and consistently manage a healthy pipeline with accurate next steps and close dates Create and Generate SOWs to accurately encompass projects Abide by Plative scoping methodology to uncover business processes, user stories, and use cases for NetSuite Engage with prospective clients to position Oracle NetSuite solutions via electronic and face-to-face customer meetings Prospect, consult and sell business application solutions and related services to prospective new mid-market business customers Work with your prospects to learn their business, understand their needs and determine how the NetSuite solution can best address their issues Collaborate with the Plative team to kick off projects Basic Qualifications: 3 Years experience full life cycle in B2B ERP or Software Services sales 1 year experience delivering comprehensive proposals to various audiences. Experience selling services to High-Tech or Products industry Desired Qualifications: Ability to write and present accurate SOW's (Statement of Work) Experience selling to C-level executives at small to mid-market companies. 1 year experience of Netsuite as a superuser. Completed SuiteSuccess sales training Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Posted Monday, April 29, 2024 at 4:00 AM We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey! The Relationship Manager I (RM I) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM I position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM I position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy. Responsibilities: Inputs, processes and funds all consumer loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month. Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc. Recommends other products and services as appropriate from having conversations that matter with members. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Other related duties as assigned Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Represents the Credit Union in a positive and professional manner. Qualifications: 12 months experience in a similar position having prior loan experience and reaching service and performance goals. Working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ - loans decisions system) Proven ability to garner business Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel Member service and organizational skills Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs Willingness to make a difference Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Personable and professional Good verbal and written communication skills in person and over the phone Education: High school Diploma or Equivalent Website:nuvisionfederal.com/careers Medical Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursem*nt Pay scale by applicable geographic location: Southern California: $17.76 - $22.20 The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training/education, etc. Remote Interview Process (some positions vary) In-Person Interview required for Front-Line Positions Social Distancing and Mask Guidelines in place Edinger, Huntington Beach, California, United States of America #J-18808-Ljbffr

**Hybrid schedule in our Irvine, CA Office** Lead and coordinate marketing and service activities on new and renewal business as well as support Producer in sales activities. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes. Build and grow relationships with clients, carrier representatives, and teammates. ESSENTIAL DUTIES AND RESPONSIBILITIES: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as consultative point of contact for the client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer. 2. Assist the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsem*nts that enhance coverage and meet the needs of the client. 3. Ability to direct and lead mid-year reviews and annual stewardship meetings. 4. Build and maintain key client and carrier relationships by phone, email, and in person. 5. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk. 6. Coordinate and work closely with local and national leadership to drive Line of Business strategy and initiatives as well as promote and drive utilization of best practices. 7. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines. 8. Assist the Producer in collecting client information. 9. Provide analyses and recommendations of coverage needs to the Producer and client. Assist the Producer in developing and leading initial marketing and renewal strategies, working with service team and other account team members and direct communications with carrier underwriters and other carrier representatives. 10. Lead the renewal process and prepare company applications and submissions to appropriate markets. 11. Assist the Producer in and/or lead in presenting coverage and renewal recommendations to the client. 12. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request. 13. Coordinate with service team to schedule and conduct client and/or team meetings. 14. Understand and utilize the client management system(s) and other relevant technology platforms. 15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments. 16. Effectively lead resolution of workflow issues. 17. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes. 18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills. 19. Other job duties and responsibilities as requested by management. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and/or related experience 2. Four years of relevant insurance industry experience 3. Appropriate insurance license(s) 4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced 5. Organizational skills to plan and prioritize team workload, and to oversee application of work flows and procedures 6. Leadership skills and service and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale 7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates 8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff 9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market and employee relations problems 10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite 11. Ability to travel overnight Preferred Qualifications: 1. Other advanced degree(s) 2. Insurance industry certifications in addition to necessary license(s) 3. Significant experience leading teams and/or projects 4. Excellent interpersonal skills, strong verbal and written communication skills - The annual base salary for this position is $150,000 - $160,000 McGriff supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

The Brokerage, an Alera Group Company, is currently seeking a bright, motivated individual to join our team full-time as a Commercial Insurance Account Manager with opportunity for advancement on our Property & Casualty team! Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you're looking for, this is your chance to be part of an amazing organization! Although our name sounds somewhat generic, our beliefs are anything but. The Brokerage was a natural evolution of the foundational principles ingrained over the years at The Wooditch Company. The concept of “Determined Advocate” for our clients is not merely an ideal or goal but a thought-to-action process that demands a perspective from our clients' vantage. Our service protocols demand constant calibration to ensure our actions are dictated by this mandate. Our clients entrust us as their fiduciary and rely on our consultative stewardship. We believe our clients' needs are always a priority. Honesty, integrity and consideration are the underpinnings of our firm. These values guide our processes, affirm our decisions and provide direction for our training and growth. Our team members share a common desire to serve and have fun. Work within our agency management system (EPIC) to service our client accounts including: Renewal insurance marketing Preparation of proposals of insurance Processing of policy changes Invoicing Responding to client requests in a timely fashion Responding to Account Executive and Producer requests in a timely fashion Reviewing and advising on Policy Forms Interacting with insurance underwriters in reference to client needs Staying updated with current carrier/market conditions High School Diploma Active California Property & Casualty Insurance License Ability to work in a team setting Positive attitude with solid interpersonal skills Professional oral and written communication skills Willingness to learn in a technical/professional field Ability to organize/prioritize At least 4-6 years as an assistant account manager or account manager Proficiency in navigating a computer Proficiency in Microsoft Office (Excel & Word) Ability to do basic retail math (including fractions, percentages, etc.) Ability to communicate clearly in English (Any second language is a plus but not required.) Strong oral and writing skills We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more. Salary: Starting at $80,000+ DOE We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.If you're a California resident, please read the California Consumer Privacy Act prior to applying.PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:NEWPORT BEACH, CA-92658

About the Company Ardmore Home Design (AHD), founded in 2008, is a privately-owned, fast-paced, entrepreneurial company where we value people with strong skills to make our products and processes better every day. We design, sell and distribute luxury home décor to interior designers as well as boutique/luxury retailers globally. The AHD family of wholesale brands includes Made Goods (flagship furniture made from unique materials); Pigeon & Poodle (home and bath accessories); Blue Pheasant (handcrafted tabletop products) and Thucassi (artisanal candles and fragrances). About the Role We are seeking an experienced and results-driven Account Manager to join our team. This candidate will play a pivotal role in maintaining and expanding our relationships with clients. The role requires someone who enjoys providing exceptional account support, is able to multi-task and highly detail-oriented. The role is responsible for working directly with our customers, to provide product and service information and resolve product and service inquiries. Occasional travel to trade shows may be required. What you can do for us: Cultivate and nurture strong relationships with existing clients. Identify and pursue opportunities for account expansion and upselling. Maintain a deep understanding of our product range and industry trends. Collaborate with internal teams to resolve any issues related to orders and deliveries. Attract potential customers by responding professionally to product and service questions; providing information about other products and value-enhancing services. Develop and maintain client relationships through follow up and interaction with client and sales rep. Complete follow up communications with clients on order and payment status. Resolve product or service issues by clarifying customer concerns through identifying the cause; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; and following up to ensure full resolution. Maintain financial accounts by processing customer adjustments. Provide insights and recommendations of potential products or services to management by collecting customer information and analyzing customer needs. Identify opportunities and related risks; assess situation and propose action Collaborate with the sales team to understand client needs and create tailored ecommerce solutions Manage the fulfillment process, ensuring orders are processed accurately and on time. Liaison to warehouse contacts insuring timely issue resolution in areas of total inventory, substitutions, and fulfillment. Track and manage customer sample requests to hit critical meeting dates. Acts as link of communication between key buyers and internal teams Able to navigate multiple customer web portals Has experience processing orders and managing data via EDI platforms Proactively evaluates and confirms customer needs on an ongoing basis Communicates with internal departments to ensure order is processed and shipped following customer guidelines Qualifications: Detail-Oriented with excellent organizational and problem-solving abilities. Ability to thrive in a fast-paced dynamic work environment. Some college studies with a Business major or equivalent Strong experience in managing account relationships via phone and email Proficiency with Microsoft products including Word, Excel and Outlook Positive attitude towards client interaction with problem solving focus Strong attention to detail and documentation skills Desire to listen, analyze data and resolve conflict Experience working with ERP system (such as X3) a strong plus Why AHD? We believe every employee should be rewarded fairly for a job well done! As an AHD employee, you will enjoy comprehensive healthcare coverage including medical, vision and dental care. Your financial well-being will be supported through our 401(k) retirement investment plan. Moreover, we offer a challenging & rewarding professional work environment. The AHD total package includes: Medical Dental Vision 401(k) Retirement with up to 6% employer contributions Paid Vacation Time Paid Holidays Consistent work/life balance No weekends and for wholesale distribution business (no manufacturing) Relaxed and collaborative work environment Up to 6% 401k employer contributions Amazing benefits and wellness programs Training and career development opportunities Compensation Starting base pay: $22.00 - $25.00 per hour. Exact compensation may vary based on skills, experience, and location.

Company NHN Global is a technology company that focuses on cultivating valuable platforms and experiences with solutions, services, and tools that connect people and ideas to progress industries forward. Founded in 2018, NHN Global owns and manages different platforms businesses in e-commerce and entertainment. NHN Global is based in Los Angeles and is a subsidiary of NHN in Korea. http://www.nhnglobal.com Department (http://www.fashiongo.net/CustomerService/AboutUs) FASHIONGO is the leading B2B wholesale online marketplace that enables the fashion industry to connect and discover new opportunities. Established in 2002 in the heart of the Los Angeles Fashion District, FASHIONGO supports the global wholesale industry to buy and sell the latest trends in fashion & lifestyle on a one-stop platform. With thousands of brands and close to 1 million registered retailers, FASHIONGO provides powerful tools, best-in-class service, and insightful data. Driven by technology, FASHIONGO is how buyers and sellers of all stages shop smarter, sell more, and grow faster. FASHIONGO is part of NHN Global. Responsibilities Provide total account management; manage and maintain good relationship with sellers, sell corporate programs Conducting market research, attending trade shows, new seller meetings and creating NVA follow-up report. Analyze information (seller KPI, statistical data) and make information-based recommendations Manage vendors' accounts, be accountable for seller's performance, including but not limited, seller's sales development on our platforms, order fulfillment processing, void order rate, seller's rating, and content quality overall. Qualifications Bilingual in Korean and English 3+ years of relevant professional account managing experience BA/BS in related field Demonstrated ability to lead and collaborate effectively with cross-functional teams 3+ years of eCommerce work experience in B2C and B2B sales Outstanding analytical skills and data-driven mindset, detail oriented Excellent communication and relationship skills, ability to communicate, collaborate, and work effectively as a team Demonstrated experience with vendor management and account management Exceptional email and telephone communication skills necessary Benefits Annual incentive bonus Medical/Dental/Vision coverage for the employee and their dependent families (0% deduction) 401(k) Life insurance Accidental Death & Dismemberment coverage Long-term disability benefits Health & Dependent Care FSA PTO - 15days for the 1st year (+1day every year). Maximum 25days Marriage, Bereavement, Parental leave + equivalent subsidy Professional Development Assistance Employee Service Award Company paid lunch when working at the office Fully stocked office kitchen (beverage and snacks) Free parking Pay Range The pay range for this position in Los Angeles, CA is $54,000 - $70,000 (yr); base pay offered may vary "within the range" depending on job-related knowledge, skills and experience. A full range of medical, 401(k), and/or other benefits on the position will be offered on top of your base pay. Base pay information is based on market location. There is a different range applicable to specific work locations.

We are seeking a dynamic and motivated Recruiting Account Manager with Business Development and Cold Calling experience to join our team. The ideal candidate will thrive in a fast-paced environment, possess exceptional communication and negotiation skills, and have a passion for connecting talented individuals with opportunities in the construction industry. Responsibilities: Source, screen, and interview candidates for a variety of positions within the construction industry, including but not limited to project managers, engineers, laborers, and administrative staff. Develop and maintain strong relationships with clients in the construction sector to understand their hiring needs and requirements. Generate new business opportunities through proactive cold calling, networking, and relationship building. Manage the full recruitment cycle, from initial client engagement to candidate placement, ensuring a seamless experience for all parties involved. Collaborate with hiring managers to understand job requirements, create compelling job descriptions, and facilitate the interview process. Utilize various recruiting platforms and tools to attract top talent and build a robust candidate pipeline. Stay up-to-date on industry trends, market conditions, and best practices in recruitment and talent acquisition. Requirements: Proven experience as a Full Desk Recruiter with a track record of success in business development and cold calling. Previous experience recruiting within the construction industry is highly desirable. Strong understanding of recruitment strategies, sourcing techniques, and candidate assessment methods. Excellent interpersonal skills with the ability to build rapport and credibility with clients and candidates. Exceptional communication skills, both written and verbal, with the ability to articulate complex information clearly and concisely. Highly organized with excellent time management skills and the ability to prioritize tasks in a fast-paced environment. Benefits: Competitive salary comp based on experience Lucrative bonus and commission opportunity Health benefits PTO Ability for growth

Boutique Insurance Agency Role Description The Account Manager for Personal Lines is a full-time hybrid role located in Los Angeles, CA, with flexibility for some remote work. The Account Manager will be responsible for managing a portfolio of clients, developing and maintaining relationships with clients, and ensuring client satisfaction. Quoting personal lines insurance products, remarketing, renewing policies. Working with clients on servicing their accounts. The Account Manager will also be responsible for identifying opportunities for new business and creating proposals to meet clients' needs. Qualifications Minimum of 3-5 years of experience in Personal Lines Insurance account management Strong analytical skills and attention to detail Excellent communication and negotiation skills Proficiency in Agency Management System Applied TAM 2022 Excellent in organizational skills and multi tasking 3 years Prior experience with property and casualty insurance is required. P&C License required Ability to work independently and as part of a team, with excellent time management skills Demonstrated ability to meet deadlines, prioritize tasks, and work under pressure Prior experience with carriers, Chubb, Travelers, Safeco, Nationwide, National General preferred

The A List is a full service, influencer and experiential global marketing firm, creating live and digital experiences, innovative strategies and campaigns for fashion and lifestyle brands. About the Role: The A List is seeking a highly effective, collaborative and friendly Account Manager for the Showroom VIP department. This is a great opportunity to join a fast-growing team and make a positive impact within the company. This role is responsible for managing multiple accounts that live in the showroom, which is highly trafficked by celebrities, stylists, influencers and tastemakers. Brand categories include fashion, beauty, health and wellness, with an emphasis on sustainability. Day-to-day client management for designated accounts includes: Identifying brand targets for each brand to gift via in person showroom appointments with talent directly, their PA, stylist or facilitating gifting via send outs. Handle stylist sample requests, online orders, and showroom pulls Track social media accounts and photo agency sites daily to find placements and send to clients Upkeep ongoing reporting for various clients including weekly, monthly and quarterly reports - analyzing + summarizing data (calculating total impression #, examining trends, gathering feedback, and sharing insights, etc.) Assist in the showroom as needed - physical tasks may include: unpacking shipments, organizing back stock, re-stocking showroom floor, etc Requirements: Ideal candidate must have a preexisting roster of celebrity contacts, personal assistants, stylists as well as talent publicists & managers. 3+ years relevant job experience -- prior agency experience preferred Excellent communication, organization and time management skills Strong problem-solving skills and the ability to work in a quick, fast-paced environment Self-starter approach toward work with an eagerness to consistently meet and exceed objectives and take on more responsibility Knowledge and experience with Google Docs, Google Slides, Canva, Instagram, & TikTok Please send resumes for the position to jenine@thealist.us