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Account Manager Job 13 miles from Waltham
Competitive pay, great benefits, flexible time off, 401(k) matching…we could go on and on. Apply today!
Account Manager
Account Manager Job 8 miles from Waltham
This position is responsible for managing all aspects of the sales delivery cycle and lead generation process, so as to maintain and develop sales of the organization's services to prospects and customers. This role provides dedicated support of existing customers to ensure customer satisfaction and development of strategic initiatives.
This position will drive revenue growth within targeted accounts and ensure communication and strategy with each customer is consistent throughout the organization.
Subject matter expert; specific sales role; project driven; exhibits technical skills What you get to do: Proactively developing and managing existing relationships with a diverse client mix Personal GP quota responsibility Accomplishes results through combined effort of team.
Follows the structure of organizational units or a centralized functional activity.
Use an existing database of contact / prospects, this position will both develop new accounts and grow existing accounts through calling, emailing and client visits Build strong relationships with Hiring Managers and create a business partnership whereby Randstad Engineering is the service of choice Leverage the large Randstad network of clients to build your business base more quickly and deeply Work in collaboration with a dedicated team of Recruiting, Sourcing, and Marketing professionals to facilitate a successful delivery process for your customers Manage customers in an efficient manner in order to maximize revenue opportunities Utilize training and sales expertise to uncover new opportunities, projects, or initiatives that require our services Participate in industry associations, conferences, and trade shows What you need to bring: 4 Year Degree Technical degree, knowledge or experience preferred but not required 2 years min of successful Business to Business sales and Account Management experience Proficiency using Google mail, calendaring and shared drives Ability to successfully interface with clients (internal and external) Strong work ethic, sense of commitment, competitive attitude and a will to win Ability to work in a very fast paced, dynamic environment Closing skills and the ability to build lasting relationships build on honesty, integrity, and results Excellent communication, presentation, and customer service skills This job posting is open for 4 weeks.
PandoLogic.
Category:Sales, Keywords:Sales Representative, Location:Woburn, MA-01888
Territory Sales Manager- Connecticut
Account Manager Job 28 miles from Waltham
Job Details Leominster - Leominster, MAJob Description
At AIS our growth plans are ambitious, and we are seeking enthusiastic, resourceful customer focused Territory Manager to drive sales in an already established territory in CT area as well as develop new business. This sales position entails building business revenue and relationships for AIS with our distribution partners, existing clients and creating new business opportunities.
This position is ideal for someone who connects quickly with people in a poised, convincing and enthusiastic way. This job will entail working at a fast pace, and someone with a drive to get things done. Understanding people and having good interpersonal skills is crucial.
Principal Responsibilities:
Increase sales and maintain relationships for existing client base.
Increase sales by consistently opening new accounts.
Meet quarterly sales targets.
Provide effective sales presentations.
Provide excellent customer service with a sense of urgency, purpose and professionalism.
Create an efficient territory schedule to ensure regular client visits, and effective prospecting.
Utilize available sales and marketing tools for presentations, sales calls, and prospecting.
Periodically conduct product knowledge & retail sales training to client/dealer staff.
Maintain and report calendar of daily business activities.
Manage monthly promotional/demonstration budget.
Implement annual client business plan with ongoing analysis.
Present and help implement sales, marketing and educational tools to clients.
Work a minimum of forty hours per week with some overnight travel.
Qualifications
An Associate's degree in Marketing, Business, or a related field, or an equivalent level of experience. A Bachelor's degree in a related field is preferred.
Three to five years of successful experience in a sales or a sales support role.
Prior project management/planning experience with a proven ability to develop financial acumen.
Basic knowledge of AIS products, services, and culture with a proven ability to develop a high level of AIS business literacy.
Strong organizational and problem-solving skills as well as the ability to collaborate.
Excellent verbal, written, and interpersonal communication skills.
A professional and assertive work posture while conducting responsibilities.
A proven ability to work independent of immediate supervision as a self-starter with the self-confidence and ability to represent AIS in a professional manner.
A demonstrated ability to work as a team player with a service-oriented/proactive work style.
The ability to work in a fast-paced, changing environment and demonstrate excellent time management skills. You'll also need the ability to work well under pressure on multiple projects simultaneously and the flexibility to shift priorities quickly.
A proven ability to effectively interact with and work at various levels of the organization (e.g., employees, visitors, and vendors) and develop solid working relationships with regional Sales leadership and teams.
The ability to be results-oriented (i.e., holding yourself accountable for results) while exhibiting a desire to achieve high levels of performance, integrity, business ethics, and confidentiality.
A demonstrated ability to effectively use the office automation, communication, software, and tools currently used in the AIS office environment.
The availability to work during non-traditional hours in addition to required/normal office hours as designated for the local sales office and the willingness to travel occasionally.
The ability to perform all essential job functions with or without accommodations.
This is an exciting and challenging position for those who possess the right mix of poise, knowledge, tenacity, and enthusiasm. If you are qualified and interested in this opportunity, please submit resume.
Who We Are
AIS is a leading manufacturer of commercial office furniture and seating.
Our growth and success is astounding, and it's all the result of thinking about office furniture differently.
We're proof office furniture can have charisma. We are a company built on ingenuity. We've truly shaken up the office furniture industry with our ability to manufacture high-end systems and seating utilizing award-winning processes and product designs at an attractive price point. We bring charisma to the office furniture market. We believe office furniture can be fun; it doesn't have to be so serious. Very simply, we are a group of people who love what we do and this energy is infectious. It translates into award-winning products and manufacturing, marketing ingenuity, happy clients and overall - success.
Vibrant, Unique, Reliable, Committed, Ingenuity, Excellence, Passionate - That's AIS.
AIS offers a friendly and casual workplace with competitive salary and benefits program. Benefits include medical and dental, Matching 401K, FSA, Life Insurance, STD, LTD and a bonus program. We are looking for someone with a good work ethic and enthusiasm for working in a fast-paced environment as we continue our strong growth in the marketplace.
AIS Values
At AIS, we have a strong set of values that guide our business and help us align with our customers.
We listen to our Customers. We rely on our Employees. We honor Integrity. We embrace Continuous Learning. We lead with Design. We create Value. We work to make the World better.
Join the AIS family. Apply for this job, or learn more about the many possibilities at AIS, at *********************************************
EEO/AA Statement
As an EEO/AA employer, AIS will not discriminate in its employment practices due to an applicant's race, color, sex, pregnancy, national origin, ancestry, citizenship, sexual orientation, gender identity or expression, protected genetic information, age,
disability, marital status, veteran status, religion, height, weight, other protected group status, or any other basis protected by the laws where we employ people.
This organization participates in E-Verify Employment Eligibility Verification.
AIS is a Federal Contractor and required to comply with Executive Order 14042. This means that all employees of AIS must (a) be vaccinated, (b) have a medical exemption, or (c) have a religious, moral or ethical exemption that meets EEOC requirements. As a condition of employment, you must meet one of these three requirements at the time of hire or within 60 days of your initial employment date.
Client Relationship Manager
Account Manager Job 5 miles from Waltham
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions, Essential Duties and Responsibilities
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Consistently demonstrate a superior level of proactive client focus and team work.
* Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
* Develop strong working relationships with daily client contacts.
* Provide ownership for the resolution of issues escalated by clients and financial professionals.
* Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
* Review existing book of business to identify plan retention and create strategy for non-elite advisors.
* Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
* Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
* Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
* Lead and/or participate in projects that create additional value for existing relationships.
* Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
* Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
* Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree in business or related fields, or equivalent work experience
* Minimum of 7 years' experience in retirement services industry or related field is preferred
* Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
* Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
* Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
* Excellent analytical and problem solving skills
* Ability to work with a high level of independence
* Must be detail oriented and be able to produce high quality work within tight time constraints
* Ability to make sound business judgments while effectively balancing client needs and organizational considerations
* Excellent written and oral communication skills, including group presentation experience.
* Proficiency with Microsoft Office products including Excel, Word and PowerPoint
* Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
* Demonstrated project management skills
* Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Commercial Lines Client Executive
Account Manager Job 12 miles from Waltham
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Commercial Lines Client Executive
Client Executive - This position is a client-facing role responsible for directly supporting client relationship management and coordinating all necessary insurance stewardship and service activity. The Client Executive is a high performing, goal-oriented individual whose primary responsibilities are building risk management strategies and managing the overall client relationship. The Client Executive is expected to also coordinate the relationships between the client and the internal Cross team, oversee the work product of the internal service team, and be the driving force for renewal and stewardship tasks. In partnership with the individual resources on the client service team, the Client Executive will negotiate and engage with carriers and underwriters when necessary. The Client Executive has responsibility to ensure team members deliver timely, technically sound, effective service as well as engage additional resources as needed to address the risk management needs of that client.
The Client Executive will also be involved with creating and assisting with new or expanded business opportunities for Cross Insurance with either existing clients or prospective clients.
Duties of a Commercial Lines Client Executive include, but are not limited to:
Foster strong relationships with consistent, value-added engagement between Cross and its client.
Responsible for the development of detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities.
Provide Cross Senior Management with status updates on overall account performance and strength of client relationship.
Drive organizational goals while upholding best practices with a team atmosphere.
Manage the entire new business or renewal sales cycle within the internal team - coordinating resources, managing timelines and communication.
Responsible for higher level leadership and project management of internal team and external resources- strategies, assigned roles, deadlines, renewals, expediting workflow.
Organize and implement all necessary resources available for client needs including Brokerage, Account Management, Claims, and Risk Control.
Lead regularly scheduled meetings with team to strategize on renewals or new business with appropriate timelines and clearly defined roles and deliverables.
Assist with the definition and collection of necessary client information, financial data, and applicable applications.
Lead efforts to build and maintain detailed client records for renewal or new business presentations - renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc.
Overall advocate for the client in the marketplace and serve as a trusted risk management resource.
Requirements:
Five (5) years of insurance experience in a client facing role.
Has in-depth technical knowledge of commercial property & casualty insurance coverages and products and can advise clients accordingly.
Ability to facilitate an effective team dynamic.
Ability to interpret, analyze and present critical insurance data.
Strong organizational and leadership skills.
Excellent verbal and written communication skills.
Project Management skills including attention to detail, effective deliverables, time management and prioritization.
Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce.
Commercial Lines Producer License.
DISCLAIMER:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Strategic Client Success Executive
Account Manager Job 13 miles from Waltham
Job Description
RxSense is a leading healthcare technology company delivering innovative solutions for pharmacy benefits and prescription savings. Our enterprise platform brings transparency, flexibility, and efficiency to pharmacy benefit management, helping clients streamline operations and enabling consumers to save on prescriptions. By integrating intelligence across the pharmacy ecosystem, RxSense makes cost-effective healthcare more accessible. Whether for PBMs, pharmacies, or individuals, our solutions help modernize operations, reduce costs, and improve outcomes.
RxSense also owns and operates SingleCare, a free prescription savings service that offers consumers access to consistently low prices on prescription drugs. Through its partnerships with the country's largest pharmacies and grocers, including CVS, Walgreens, Walmart, Kroger and Albertsons, SingleCare improves access and adherence to affordable medications and has helped millions of Americans save over $11 billion on their medications.
RxSense is a great place to work! Our company has earned several prestigious awards, including Fast Company's Most Innovative Companies, Forbes' Top Startup Employers, Modern Healthcare's Best Places to Work in Healthcare, and Inc's Best in Business and Best Workplaces.
Position Summary:
The Strategic Client Success Executive is the primary owner of the client relationship, responsible for client retention, organic growth, and client satisfaction through the building of long-term, mutually beneficial partnerships with clients. This position serves as the strategic lead on large and complex clients and manages the enterprise strategy and growth road map for those clients. In this capacity, the SCSE must accelerate client value by leading our long-term consultative strategy and overall client relationship to become the client's trusted advisor. The SCSE is the "face of the company" to our clients, working with client decision makers from the C-Suite and executive healthcare leaders to assess their needs, align RxSense relevant capabilities, products, and services to solve their issues as well as ensure client satisfaction and consistent service.
The SCSE is the liaison and advocate between RxSense and the client regarding requests for system / technical features and functionality, escalated service issues and helping the client grow their business. This role will work with cross functional teams to develop and execute strategy to support client goals and satisfaction. The ideal candidate must possess a thorough understanding of the PBM environment and the broader healthcare system. Exceptional communication, reasoning, negotiation and presentation skills are critical for success.
Essential Duties and Responsibilities:
Develop strong C-suite, SVP, and VP relationships across targeted clients.
Understand the client's organization and structure, market, membership, business drivers, key performance indicators, and making the connection between client needs and RxSense capabilities.
Become a trusted advisor for client decision makers.
Manage the client contract, ensuring that our financial, technical and operational obligations are met or exceeded; Lead contract renewal process to ensure the best possible solutions are offered to clients.
Develop, communicate, and execute strategic account plan with RxSense internal teams to drive client growth and satisfaction, inclusive of RFP support, underwriting/pricing assistance, system and product enhancements.
Monitor client satisfaction throughout the year as measured by issue resolution, growth, and managing to clients' performance expectations.
Stay abreast of changing market dynamics within the pharmacy benefit management industry with a particular focus on technology driven competitors and the use of technology to reduce the cost of prescription drug benefits.
Have superior knowledge of innovations and regulatory compliance in PBM ancillary services such as rebate administration, network management and member tools for health management.
Lead and drive cross functional deliverables in partnership with Operations, Product, Engineering, and other departments; communicate regularly with clients and internal partners on the status of their initiatives.
Collaborate with Operations and Product teams to bring client driven innovations and products to the business for development consideration.
Continuously learn and be knowledgeable about how our products work and how they can be used to our clients' competitive advantage.
Be knowledgeable on the cash discount marketplace; learn and market RxSense's marketing and analytics capabilities to clients who want to market their own cash discount card.
Qualifications:
Bachelor's degree is required or similar training and/or experience.
7+ years of progressively more sophisticated account management experience.
5+ years' experience in pharmacy benefit management, cash discount card marketing and management, or the combination of the two
Proven ability to foster strong relationships with trust and credibility at the C-Suite, SVP, and VP levels.
Client-centric focus with strong consultative skills.
Demonstrate the initiative and experience to proactively identify issues, plan work and meet goals on schedule.
Strong analytical and critical thinking skills; ability to build a business case using data, market research and industry knowledge.
Experience in successfully aligning teams in complex, matrixed organizations to actively manage relationships and work towards common business goal.
Masterful organizational, communication and leadership skills.
Excellent written and verbal communication skills with the ability to communicate information and ideas clearly and concisely.
Proven ability to influence internal and external decision makers.
Ability to work in a dynamic, growth-oriented company where change is constant.
This position may be done remotely and will require ~30% travel.
Salary Range: 120,000 - 140,000
RxSense believes that a diverse workforce is a more talented and productive workforce. As such, we are an Equal Opportunity and Affirmative Action employer. Our recruitment process is free from discriminatory hiring practices and all qualified applicants are considered for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity, ancestry, age, or national origin. Neither will qualified applicants be discriminated against on the basis of disability or protected veteran status. We believe in the strength of the collaboration, creativity and sense of community a diverse workforce brings.
Senior Director, Corporate Accounts
Account Manager Job 8 miles from Waltham
div class="job__description body"divp Alkeus Pharmaceuticals, Inc. is a clinical-stage biotech company focused on the development of innovative therapies to treat serious diseases of the eye with high unmet need. Based in Cambridge, Mass., Alkeus was founded in 2010, and since that time has been developing its lead compound, gildeuretinol acetate (ALK-001). Designated as a breakthrough therapy and granted orphan drug status by the U.S. Food and Drug Administration, gildeuretinol is being evaluated in multiple clinical trials for the treatment of Stargardt disease and geographic atrophy (GA) secondary to age-related macular degeneration (AMD), a leading cause of blindness in the U.S./p/divdivpstrong /strong/p
pThe Senior Director, Corporate Accounts, executes access strategies and cultivates senior stakeholder relationships within targets accounts. The individual is responsible for driving new initiatives ensure to provide best-in-class support and minimizing reimbursement as a barrier in order to enhance overall patient access to therapy. This role also works closely with members of the broader commercial organization including marketing, reimbursement, government affairs and legal, as well as other cross-functional partners as appropriate. You will be accountable for ensuring Alkeus' patient access objectives are met across various payer types including National, Regional, Commercial, Medicare, Medicaid and government channels./p
pThe candidate will lead the corporate accounts team to enable their success and the success of the business and provide the strategic direction. He/She will work closely with all groups within Alkeus to ensure the goal of patient access and will also be responsible for collaborating with multiple functional groups, including but not limited to Marketing, Sales Medical, Regulatory, Commercial Operations, Training, Finance, Legal, Compliance and Corporate Communications./p
pstrong Primary Responsibilities:/strong/p
ul
li Lead, develop, and motivate a high-performing team to deliver results aligned with organizational goals/li
li Cultivate direct relationships with senior leaders at key accounts to strengthen strategic partnerships./li
li Be the internal expert for the US Market Access, to include new policy development, alternative reimbursement models and other changes that could alter the payer landscape/li
li Work cross-functionally with Marketing/ Market Access and Reimbursement on access tools and resources/li
li Analyze payer community and dynamics to develop, implement and manage both short-term and long-term strategies/li
li Support integrated product launch planning within targeted accounts and segments/li
li Coordinate with Patient Services and Market Access and Reimbursement leadership to address patient access challenges/li
li Assist field sales and market access and reimbursement leadership with field intelligence and customer feedback/li
li Partners with Marketing, Sales, Finance, Medical, Legal, Compliance and other internal departments to develop business strategies based on analytical outputs in order to drive business opportunities with targeted payers./li
li Other related duties as needed./li
li Negotiate, and execute contracts with various payers to support Alkeus' access goals./li
li Effectively communicate the value proposition and clinical information in line with company policies, supporting the utilization of ALK-001./li
li Partner with cross-functional teams, including Patient support, field reimbursement, payer marketing, trade and distribution, Sales, and Operations, to achieve business objectives and resolve payer account-related issues./li
li Understand the payer environment, including PBMs, private payers and government channels./li
li Deliver on other related projects as assigned./li
/ul
pstrong Qualifications:/strong/p
ul
listrong Education and Certification/strong
ul
liB.S./B.A. Degree or Higher/li
li Advanced business or science degree preferred/li
/ul
/li
li
pstrong Work Experience/strong/p
ul
li Proven success in leading customer teams./li
li Comprehensive understanding of payer account segments/channels/li
li Experience in managing national PBM and health plan accounts, with proven negotiation skills./li
li Background in payer account management./li
li Strong conceptual, analytical, and strategic thinking abilities./li
li Knowledge of managed market dynamics and the competitive landscape./li
li Skill in collaborating and influencing senior leaders and peers./li
li Proficient in managing multiple concurrent work streams across diverse functions/li
li Excellent communication and presentation skills./li
li Demonstrated leadership in project management./li
li Strong customer-facing and negotiation skills./li
li Ability to travel across the US as needed./li
/ul
/li
listrong Preferred Qualifications:/strong
ul
li Advanced business or science degree./li
li In-depth experience in Ophthalmology, Retina and/or rare diseases/li
li Understanding of financial concepts and contracting issues, including legal and best price implications./li
li Experience in sales management and managed care within pharmaceutical companies or organizations./li
li Understanding of specialty pharmacy networks and patient out-of-pocket/li
/ul
/li
/ul
ul
listrong Skills and Key Success Factors: /strong
ul
li Entrepreneurship spirit with a passion to build, learn and evolve with the team/li
li Highly organized and detail oriented with a passion to deliver quality results/li
li Excellent verbal and written communication skills, with experience translating complex concepts for various audiences/li
li Demonstrated record of intellectual curiosity, innovation and creative problem solving with an entrepreneurial spirit/li
li Ability to lead fast-paced projects with a keen sense of urgency to get the job done well/li
li Evidence of "hands-on" experience and expertise/li
li Proven and successful track record as a team-player and collaborator in small working environments/li
li Highest levels of professionalism, confidence, personal values and ethical standards/li
/ul
/li
/ul
pspan data-teams="true"#LI-DNI/span/p
pstrong Other Relevant Information:/strong/p/divdivpem Alkeus Pharmaceuticals, Inc., is an equal opportunity employer and considers all qualified applicants for employment without regard to any characteristic protected by applicable law./emem We celebrate diversity and are committed to creating an inclusive environment for all employees. /em/p/div/div
Client Executive, Commercial Insurance, Mid-Market
Account Manager Job 17 miles from Waltham
Our Role:
The Client Executive takes the lead with new business opportunities, helping prospective clients identify risk profiles and obtain the best insurance coverage possible. This key role also strategizes with existing clients and drives business retention. The Client Executive partners with the service and marketing teams to ensure high customer satisfaction. This is a target-focused role with a compensation plan - one of the best around - that rewards results over both the short and long-terms.
Its Responsibilities:
Develop, meet and exceed sales projections
Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients
Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations
Submit data on potential accounts and renewals to the service team for processing, present proposals to prospects and clients, close sale and deliver policies
Partner with the claims and service teams to manage complex insurance issues
Promote the agency - and insurance industry - in the community
Keep informed of industry developments, trends, new products, etc.
Your Qualifications:
Hold the appropriate License(s) to successfully perform the essential job functions
First-hand knowledge of middle-market commercial insurance
3-5 years work experience as a commercial insurance producer, or equivalent
Outstanding oral, written and interpersonal communication skills
Willing to update prospective and current client information to the agency management system, as a way of forecasting business as well as for communicating with internal teams on client matters
Fairly self-sufficient using office equipment such as a laptop, webcam, copier, conference phones and video conferencing programs
Intermediate user of Microsoft Word, PowerPoint and Excel
Advanced insurance designations desirable
Able to travel independently to meetings, conferences and/or client facilities
Your Attributes:
Able to work in and contribute to culture of teamwork and cooperation
Well-groomed and neat appearance
Adept at managing change and stressful situations professionally
Persuasive personality
High degree of self-discipline and motivation
Self-motivated to manage, organize and prioritize one's own work
Successfully handle multiple assignments and shifting priorities
Disciplined with time management
Consistent attention to detail and accuracy in all aspects of work
We invite you to include a cover letter with your application. No phone calls about the status of this position, please.
Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!
Client Portfolio Executive
Account Manager Job 30 miles from Waltham
To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our team in FNB Commercial Sales and Service (Worcester), you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.
The Ideal candidate must have the following exposure:
* Manage cost to income to increase profitability and efficiencies for the business.
* Enhance business performance and profitability.
* Drive customer service delivery goal achievement in line with predefined standards and in support of operational objectives.
* Ensure growth and increase in customer base by ensuring that the team manages existing clients, generates new leads and grows active customer account base.
* Develop and manage key stakeholder relationships that enable achievement of operational objectives.
* Drive the achievement of customer migration by recommending solutions and improving efficiencies
* Set tactical goals and optmise the use of the people, finances and technologies in order to realize those goals.
* Define a sales strategy and delivery plans in support of the strategic business objectives
* Assess and evaluate credit applications in accordance with the Banks Credit Policy and within set time frames.
* Ensure compliance to legislative and audit requirements and adherence to relevant processes.
* Compile reports that track progress and guide business to make informed decisions.
* Ensure compliance to legislative and audit requirements and adherence to relevant processes.
* Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
* Manage people by executing line manager responsibilities and create an environment that encourages employee growth and performance excellence.
You will be an ideal candidate if you:
* Have obtained 3-5 years Commercial Banking experience in a similar role
* FAIS Accredited qualification (NQF level 6, 7 etc.)
* Exposure to Credit Applications in a commercial environment
* RE qualification
* Credit Management exposure a must
* Have experience in dealing with high level customer queries
* Must be able to structure deals
* Have the ability to acquire of new clients
* Must be able to manage and maintain relationships with clients
* Maintain existing portfolio of clients
* Are not an unrehabilitated insolvent
You will have access to:
* Opportunities to network and collaborate
* A challenging working environment
* Opportunities to innovate
We can be a match if you are:
* Adaptable and curious
* Sales driven
* Thrive in a collaborative environment
* Client-centric
Apply now if you are interested in taking the next step. We look forward to engaging with you!
#Post
#FNB
#LI-TG2
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
30/08/25
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Senior Account Director
Account Manager Job 13 miles from Waltham
CodaMetrix is revolutionizing Revenue Cycle Management with its AI-powered autonomous coding solution, a multi-specialty AI-platform that translates clinical information into accurate sets of medical codes. CodaMetrix's autonomous coding drives efficiency under fee-for-service and value-based care models and supports improved patient care. We are passionate about getting physicians and healthcare providers away from the keyboard and back to clinical care.
Overview
The Senior Account Director is a member of the Account Management team, reporting to the Director, Account Management. The Account Management team is responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and driving the successful outcomes of CMX service lines. This team serves as the primary point of contact for customers, working closely with sales, product, and support teams to ensure client satisfaction, retention, and growth.
The Senior Account Director is responsible for driving revenue growth and retention by managing and expanding our high-value customer relationships. You will be a key figure in developing strategic account plans in collaboration with our sales team and clients, leveraging our analytics-based insights.
Responsibilities
* Develop and implement strategies to maintain and improve strategic relationships with high-value clients, ensuring customer satisfaction and retention.
* Collaborate closely with the Sales/Business Development team for sales support, effective client transition and account planning.
* Identify and pursue opportunities for revenue expansion within existing accounts.
* Act as a trusted advisor to clients, providing data-driven insights and solutions to complex business problems.
* Monitor client account activity, performance, and health, and develop detailed reports and strategic recommendations that align with the clients goals and initiatives.
* Lead optimization efforts to meet clients goals for quality, eligibility and automation.
* Work cross-functionally with various teams to understand and communicate complex technologies and processes relevant to client needs.
* Stay informed about industry trends and the competitive landscape to provide strategic advice to clients.
* Manage the escalation process for any client issues, ensuring quick resolution and maintaining strong client relationships.
* Develop and support best practices for the account management team.
* Mentor junior account managers to support their growth and development.
* Manage the escalation process for any client issues, ensuring quick resolution and
maintaining strong client relationships.
* Mentor and develop a high performing team with scaled capabilities that drive growth and retention strategies across the company's portfolio.
* Develop and share deep subject matter expertise about industry trends and the competitive landscape to provide strategic advice to clients and colleagues.
Requirements
* Required
* Minimum of 8 years in account management, with a focus on strategic client relationship and revenue growth.
* At least 5 years of experience in healthcare managing large accounts.
* Proven ability to manage high-value customer relationships in a fast-paced environment.
* Strong analytical skills with the ability to present data and insights effectively.
* Intellectual curiosity combined with critical thinking skills.
* Comfortable in a dynamic startup environment and working with remote teams.
* Preferred
* Understanding of complex machine learning and artificial intelligence technologies
* Experience working at a fast-paced startup
The estimated hiring range for this role is $125,000 - $145,000 (plus applicable bonus/plus equity). This hiring range could vary by region based upon local market data. Final salary is ultimately decided upon taking into account a wide range of factors, including but not limited to: skills and experience, licensure and certifications, education, specific location and dynamic market data.
CUSTOMER BUSINESS MANAGER
Account Manager Job 23 miles from Waltham
Job Posting To be retailer experts and to thoroughly execute client plans. Grow our client's business within each Retailer faster than the category and the Retailer themselves. Responsible for creating and sustaining client satisfaction by assisting in the development of business plans and owning clients' execution strategies with the retailers they are assigned. Drives client growth across brands through a comprehensive and deep knowledge of the retailer's operation and merchandising strategies and through unparalleled insight, effective selling, and execution.
Responsibilities
* Owns the development and maintenance of strong relationships with both Clients and Customers within a given geographic region, including a complete understanding of their goals and objectives.
* Present targeted strategic client plans to build effective and efficient brand promotion strategies and strengthen brand activation based on customer knowledge.
* Accountable for the execution of strategic plans for all Clients' brands to Retailers within the defined geography. Key areas include sales, share, distribution, promotion, pricing, merchandising and financial management.
* Responsible for ongoing Client Team communication, engaging in proactive, ongoing communications to provide status, opportunities, manage expectations, and needs associated with achievement of Client's Business plan.
* Owns the communication and transfer of knowledge about Customer changes and insights to drive understanding across relevant CROSSMARK positions, understanding the importance of being the "customer experts."
* Consistently and exclusively use CROSSVIEW as the business planning, communication and execution framework to drive consistency and efficiency internally, as well as visibility and intelligence to the client and across positions internally.
* Assist Business Account Manager(s) and others in the development of targeted strategic Client plans to build effective and efficient brand promotion strategies and strengthen brand activation based on customer knowledge.
* Sells additional services to Clients through analysis understanding of Client's strategy, performance insights, coupled with Customers' performance by brand and/or category.
* Provides feedback and assists in preparation for CROSSVIEW Business Reviews and where appropriate, participates in the presentation.
NOTE: This job description does not imply that the above functions are the only tasks that may be performed. Associates will be expected, if possible, to follow any other job-related instructions and perform any other job-related tasks as directed by management.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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 duties.
Education/Experience: Bachelor's degree preferred or a minimum of 10 years 'experience in the CPG industry preferred; 10+ years of sales experience; PC knowledge and skills in word, excel, email and PowerPoint; Communication skills, including listening, presentations, written and verbal skills; Insights-based, consultative selling and negotiation skills; Intermediate Microsoft Office skills including Excel with pivot tables, Word, Outlook, PowerPoint.
Other Functions: Retailer knowledge and respect with/ by the retailer; Understanding of our client's strategy; Clear understanding of client expectations; Understanding/ communicate insights; Persuasive selling; Professionalism
Performance Metrics: On budget execution of sales plan; New Item acceptances in accordance with client standards; Existing client growth (targeted revenue $/sales volume); Customer service (NPS)
Knowledge, Skills and Abilities: Communication skills, including listening, presentations, written and verbal skills; Insights-based, consultative selling and negotiation skills; Intermediate category management knowledge, including but not limited to the "4 Ps"; Business acumen and intelligence, including market and industry trends; Good organizational and time management skills; Customer service orientation; Ongoing professionalism and ability to handle pressure.
Certificates, Licenses, Registrations: A valid driver's license.
Supervisory Responsibility: None.
Working Conditions: Office and field environment
Travel Requirements: Ability to travel within the US for customer, client or company meetings on an as needed basis.
Physical Demands: Ability to bring sample products to the account calls.
Language Skills: English is the primary language skill; however, bilingual skills may be required based on business necessity.
CROSSMARK is committed to providing accessible employment practices and welcomes applications from people with disabilities. If you require accommodation for a disability during any stage of the recruitment process, please let us know.
Client Executive (Recruitment and Umbrella Companies)
Account Manager Job 30 miles from Waltham
We are seeking a talented individual to join our specialist insurance recruitment team at Marsh Commercial. This role can be based in either our London, Manchester, Worcester or Glasgow offices and is a hybrid role that has a requirement of working at least three days week in the office.
The role: Client Executive
We are seeking an experienced Client Executive with a strong background in corporate or commercial insurance, ideally with expertise in the Recruitment or Umbrella sector covering Professional Indemnity or Liability. This role is perfect for someone who has previously worked in a Corporate Account Manager/Client Executive capacity and is looking to join a well-established, market-leading insurance broker within a niche field.
The Client Executive will provide a high-quality service to a number of existing recruitment and umbrella clients across the UK while contributing positively to growth targets through new business and expanded sales.
We will rely on you to :
* Deliver exceptional service to existing recruitment and umbrella clients.
* Identify and pursue new business opportunities to drive growth.
* Establish relationships with the trade bodies we work closely with in the recruitment and umbrella sector and be visible at networking events.
* Maintain strong relationships with clients to ensure high levels of client satisfaction and retention are achieved.
What you need to have:
* Strong communication and interpersonal skills.
* A proactive approach to business development and client engagement.
* Ability to work effectively in a team-oriented environment.
What you need to have:
* Knowledge of the recruitment and umbrella sector is preferable but not essential.
* Previous experience in a client-facing role but consideration will be given to a strong candidate currently in an Account Manager role ready to make the next step
* A track record of achieving sales targets and contributing to business growth.
* Whilst the role involves advising on all classes of insurance a good knowledge of professional indemnity and cyber liability insurance is advantageous.
* Achieved or progressing with CII qualifications
What makes you stand out:
* Recruitment and umbrella sector experience or Professional Indemnity or Liability experience.
* A desire for a long-term career within the insurance industry
* A thirst for learning and the opportunity to study for further insurance related qualifications
* Acturis, Excel, Word & Outlook knowledge
Why join our team:
* You will be joining a dynamic and market leading team in this area of specialism.
* We will help you to be your best through professional development opportunities, interesting work and supportive leaders.
* We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
* Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#hybrid
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
Client Executive III
Account Manager Job 13 miles from Waltham
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Client Executive III to join our team in Boston, Massachusetts (US-MA), United States (US).
P&C Client Executive
NTT DATA Services strives to hire exceptional, innovative, and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
We are currently seeking a P&C Client Executive Sr. Director to join our team in the Boston or commutable area.
NTT DATA's Insurance practice leverages deep industry expertise to provide insights, solutions, and outcomes that our customers need to succeed across all lines of Property & Casualty/Life & Annuity Insurance business. We work with our customers to provide Insurance solutions to reduce IT complexity, integrate business strategy with enabling technologies and process optimization, and find the right digital solutions to deliver superior customer services and innovation.
The Client Executive needs to position themselves as a Business Partner within the customer's senior executive suite, operating across their enterprise and focused on providing leadership on our existing engagements, and building new opportunities to deliver value-add business outcomes. The ideal candidate has 10+ years of Insurance experience, and experience working as a senior Client Partner with deep, executive-level relationships in the P&C industry. Experience in managing / being a core part of complex transformation programs and initiatives will be a significant advantage. They must leverage industry expertise and knowledge to provide the insights, solutions and outcomes our customers need to succeed in their business. This individual will work with a matrixed team, comprised of functional and technical subject matter experts (Applications, Business Consulting, BPO, Digital, Infrastructure, Cloud & Security, Data & Analytics) engaged in delivering value-added solutions, while integrating business strategy with enabling technologies and process optimization that deliver targeted business outcomes.
Responsibilities
* Responsible for revenue and profit goals, and effectively manage the P&L across multiple deal structures within client portfolio
* Utilize a consultative selling process and enterprise-wide account planning to drive pro-active pursuits, partnering with internal and external partners on deal / solution development that would deliver targeted business outcomes
* Engage with, and cross-sell / upsell NTT DATA's enterprise level capabilities to our existing clients, enabling growth beyond core Insurance services
* Build collaborative relationships with Sales, Business Consultants, and Solution Architects to maximize utilization of NTT DATA offerings to meet growth plans and targets
* Engage in and oversee delivery of complex transformation programs
* Establish and manage executive client relationships with key stakeholders
* Advocate for clients on behalf of NTT DATA, and similarly advocate for NTT DATA with clients
Qualifications:
* Requires strategic ability to interface and successfully influence multiple C-level executives by being a business partner and trusted advisor who can operate across their business enterprise
* Understanding of leveraged delivery models, and common Insurance / BPO / Data & Analytics / Digital and Technology tools and methodologies
* Minimum of 7+ years leadership responsibility directing customer engagement activities, producing deliverables, forecasting business opportunities, delivering growth and transformation and financial (P&L) management of $25M+ books of business. A proven track record of driving sustainable growth
* Minimum of 10+ years of Insurance, across a portfolio consisting of Applications, BPO, Digital, Consulting, Infrastructure, Cloud, & Security
* Primary industry expertise in Property & Casualty
* Secondary industry expertise in Life & Annuity
* Able to travel up to 60% of the time
* Preferred base location is Boston
#INDSALES
#LI-SGA
USsalesjobs
NTTData
#mlw-ins
About NTT DATA
NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us at us.nttdata.com
NTT DATA endeavors to make ********************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at **********************/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.
Senior Account Director
Account Manager Job 13 miles from Waltham
Addison Whitney is a global branding firm that specializes in verbal and visual branding, brand strategy and research. We leverage our expertise within these core services to provide a sophisticated approach to brand development across multiple industries including consumer, B2B, technology, healthcare, pharmaceuticals, finance and hospitality.
To develop meaningful brands with purpose, what we do is done in a culture of curiosity and creativity. Our team's success comes from a combination of our people, our experience, and our values.
JOB SUMMARY
We are looking for individuals to join our team who are forward thinking, solutions-focused, innovative and that bring high energy and an entrepreneurial spirit to the forefront of everything they do. Reporting to the VP, Group Account Director, the primary purpose of the Senior Account Director role is to be a trusted partner to our clients and to deliver excellent client experiences that lead to strong organic growth and referrals.
We are looking for forward thinking, solutions-focused, innovative individuals with high energy and an entrepreneurial spirit. Reporting to the VP, Group Account Director, the Senior Account Director will be a trusted partner to clients, delivering excellent client experiences that drive organic growth and referrals. This role involves strategic support, executional excellence, and collaboration with various departments to build a high-performing team. Responsibilities include managing client relationships, leading calls, overseeing projects, prospecting new business opportunities, responding to RFPs, making pricing decisions, and closing new business.
Job qualifications and responsibilities include but are not limited to the following:
* Strong communicator who can develop and sell agency work.
* Effective leader who manages group dynamics and difficult situations.
* Team player who collaborates with internal teams and other agencies.
* Knowledgeable about new technologies and innovations in the health marketplace.
* Builds and maintains strong client relationships.
* Meets outreach, sales, and revenue goals.
* Utilizes project management systems and business practices.
Essential Requirements:
* Bachelor's degree required
* 6-8 years of relevant work experience required
* Agency experience and an understanding of process
* Experience in Pharmaceuticals/Biotech is strongly preferred
* Self-starter with an entrepreneurial spirit and strong attention to detail
* Ability to work well both within a team and independently
The annual base salary for this position ranges from $100K to $115K. The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. In addition, some positions may include eligibility to earn commissions/bonus based on company and / or individual performance.
At Addison Whitney, we are dedicated to building a diverse, inclusive and authentic workplace. If your past experience doesn't align perfectly, we encourage you to apply anyway. At times, we will consider transferable skills from previous roles. We also encourage you to join our Talent Network to stay connected to additional career opportunities.
Work Here Matters Everywhere | How are you inspired to change lives?
Syneos Health companies are affirmative action/equal opportunity employers (Minorities/Females/Veterans/Disabled)
Syneos Health has a voluntary COVID-19 vaccination policy. We strongly encourage all employees to be fully vaccinated. Additionally, certain local governments or Syneos Health customers may have vaccine requirements that apply to some of our employees. These employees are required to submit proof of vaccination to Syneos Health and maintain compliance with these requirements.
At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position will include a competitive compensation package, Health benefits to include Medical, Dental and Vision, Company match 401k, flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos Health complies with all applicable federal, state, and municipal paid sick time requirements.
Technical Account Manager - Northeast Region
Account Manager Job 13 miles from Waltham
LevitasBio is Unlocking a New Dimension in Cellular Analysis
Here at LevitasBio, we are advancing science by offering, for the first time, an unbiased and unperturbed view of biology. Our proprietary label-free levitation technology enables researchers to analyze and isolate cells without introducing bias, high pressure, and modifications to gene expression profiles, ensuring integrity and data more representative of the true biological state.
Focus and Direction:
Responsible for implementing a sales action plan and managing sales efforts to drive adoption and commercial growth of LevitasBio solutions and LeviCell technology in the Northeast territory. Collaborating with sales management to set aggressive sales targets/goals and executing to them with the support of the LevitasBio Product Management, Research and Development, and Marketing teams.
Duties and Responsibilities
Develop and implement sales plans, and execute to those plans to achieve goals.
Analyze sales territory to identify opportunities and need, and formulate plans engage, win and close.
Meet with key clients, maintaining relationships and negotiating and closing deals.
Develop and maintain regional prospects/leads, customers, opportunities in the company's CRM database.
Work cross functionally with the team members to supporting the goals, strategies and overall direction of the company.
Recommend events and program for the assigned targeted region, in coordination with sales management, marketing and field applications team to help drive awareness, lead development and opportunity generation.
Able to travel up to 50%.
Experience, Educational Requirements:
Bachelor's degree in Chemistry, Biology, Molecular Biology or related discipline or equivalent experience required. Advanced degree and/or business degree is a plus.
Hands on experience within a lab environment is preferred.
Demonstrated experience and success in sales and management of processes for capital equipment and consumable reagents is required.
Understanding of Pharma/Biotech/Academic markets is a plus.
Working knowledge of Google Workspace and CRM Tools or similar.
Knowledge, Skills, Abilities
Proficiency in strategic and analytical thinking to drive sales development processes.
Excellent communication, listening, and presentation skills are required.
Highly motivated and positive demeanor with a proactive approach to developing the business and ownership of its maintenance.
The US base salary range for this full-time position is $85,000 - $135,000 + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your location during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include equity, or benefits.
Private Client Relationship Manager - Boston, MA
Account Manager Job 13 miles from Waltham
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in Boston, MA and will report in the office.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Enterprise Technical Account Manager
Account Manager Job 13 miles from Waltham
ABOUT TALON.ONE:
Talon.One is the most powerful incentives engine that unifies loyalty, promotions and gamification into one holistic platform. Backed by enterprise-grade security and scalability, Talon.One empowers companies to build personalized, profitable promotions and loyalty programs using any data.
Today, over 250 of the world's most-loved brands including Adidas, Sephora and Carlsberg work with Talon.One to drive deeper engagement and lasting loyalty with their customers.
ABOUT US:
Talon.One is the most powerful incentives engine that unifies loyalty, promotions and gamification into one holistic platform.
Backed by enterprise-grade security and scalability, Talon.One empowers companies to build personalized, profitable promotions and loyalty programs using any data. Today, over 250 of the world's most-loved brands including Adidas, Sephora and Carlsberg work with Talon.One to drive deeper engagement and lasting loyalty with their customers.
ABOUT THE ROLE:
Join our team as an Enterprise Technical Account Manager at Talon.One, where you'll play a key role in driving the success of our API-first promotion engine for our enterprise clients. You'll take ownership of the technical integration process, ensuring our platform fits seamlessly into each client's ecosystem. As the technical lead for your portfolio, you'll proactively monitor API usage, resolve recurring issues, and manage escalations in close collaboration with our Engineering and Customer Success teams.
You'll lead onboarding design, manage expectations, and deliver consistent value that boosts retention, growth, and satisfaction. In this strategic role, you'll also explore new tech partnerships and integration opportunities that expand our ecosystem and unlock more value for our customers.
ABOUT THE TEAM:
Our international team of 15 Technical Account Managers is spread across the world, including EMEA, US and APAC. Always striving for a seamless client onboarding and bug-less integration is what we do, and handling clients' requests is the challenge that we face on a daily level. Closely working with the Customer Success Managers and the development team is what enables us to act as consultants to all parties involved in the client onboarding journey and ultimately handling expectations related to the integration of our platform is where our value to our company lies.
What makes us strong is our constant support for each other, our constant strive to dig deeper into problem solving, which would also be qualities we would be looking for in our next colleague as well.
This is a remote role; however, you must be located within commuting distance of one of our hubs: New York, Denver, or Boston.
ONCE YOU ARE HERE YOU WILL:
Take ownership of the integration process of our API-driven platform with our clients' ecosystem
Troubleshoot repeat technical issues and drive issue escalation and problem elimination
Own and manage a book of assigned customers, including Enterprises, with a focus on the customers API usage, ensuring retention, growth and overall customer satisfaction
Work together with Customer Success Managers and our Engineering team towards providing great client service
Find new technology partners and integration possibilities
Manage customer expectations and lead them to customer satisfaction
Design Customer Onboarding Processes
Work with support on escalated tickets
WHAT WE NEED YOU TO BRING TO THE TABLE:
4+ years of previous experience working as a Technical Account Manager, Integrations Consultant or other related role
Experience with full ownership of complex API integrations for assigned accounts
Ability to successfully handle Enterprise accounts, which would make you eligible for an Enterprise Technical Account Manager role
Proven experience with SaaS based products
High level of problem-solving attitude in a troubleshooting environment
Excellent written communication skills with the ability to explain complex topics in easily understood and concise language to both technical and non-technical professionals
Excellent customer focus with a polite, patient, caring, calm and always professional demeanor
Analytical understanding with a high focus on data-driven decision making
WHAT'S IN IT FOR YOU:
$1,200 annual learning budget and full LinkedIn Learning access
Manage your own time off with our flexible PTO policy
$350 home office setup budget, a $50 monthly home office allowance
Freedom to work from abroad for up to 90 days worldwide!
WeWork On-Demand access for flexible workspace solutions
Mental health support with nilo.health
Choose from top-tier Medical, Dental, and Vision plans (Blue Cross Blue Shield MA, MetLife, VSP)
Build your savings with our 401(k) plan, including a 100% company match on your contributions up to 4%
We provide 100% company-paid Life Insurance, Short-Term, and Long-Term Disability coverage
The total compensation for this role is $100,000 - $110,000, though actual compensation may vary depending on factors such as relevant experience, skills, qualifications, certifications, and location. The salary range is subject to change and may be adjusted at any time.
WHAT WE WOULD LIKE TO LEARN FROM YOUR APPLICATION IS:
Which of the products you worked with were API-driven?
How extensive is your experience with API troubleshooting?
How much ownership have you had with clients' onboarding?
Who do you communicate with the most, both internally and on the client's side?
Technical Account Manager
Account Manager Job 13 miles from Waltham
Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
We are seeking a skilled Technical Account Manager (TAM) to join our Client Technology team. As a TAM, you will serve as a trusted technical advisor to athenahealth's largest and most complex customers, driving technical success and ensuring seamless implementation of athenahealth products. By leveraging your technical expertise and customer-facing skills, you will play a critical role in fostering strong relationships with client-side technologists, proactively addressing technical issues, and collaborating cross-functionally to deliver exceptional results. Your efforts will directly contribute to customer satisfaction and revenue retention, making you a key player in our company's success. This person will travel to client locations as needed.
Essential Functions (Duties and Responsibilities):
Investigate and resolve complex technical issues reported by named customers, such as performance bottlenecks, software integration challenges, networking policy or connectivity problems, or customer-specific customization or configuration concerns.
Provide stakeholders with best practices, optimal system configurations, and advice on industry standard solutions, such as IT and network infrastructure optimizations, security best practices, and compliance standards.
Act as a liaison between client technical stakeholders and athenahealth R&D, ensuring effective communication and timely resolution of critical technology issues impacting athena One usability.
Meticulously track and manage customer issues through resolution, leveraging customer relationships and collaborating with internal teams to drive effective and timely solutions.
Manage the customer's experience throughout the troubleshooting process by providing regular updates and clear communication on issue status, next steps, and estimated resolution timelines.
Proactively identify and address potential technical issues before they impact customers, leveraging monitoring tools, data analysis, and customer insights to prevent disruptions and maintain a seamless customer experience.
Develop deep relationships with customer technical stakeholders, understanding their technology strategy and advocating on their behalf.
Play a critical role in fostering strong relationships with customer-side technologists, ensuring seamless implementation of athenahealth solutions, and contributing directly to overall customer success and revenue retention.
Conduct regular technology reviews and executive sessions to gain deeper insights into named customer business and technical needs.
Proactively communicate with customers, keeping them informed about relevant updates, new features, or potential issues that may impact their use of athenahealth solutions.
Regularly check in with customers to gather feedback, understand their evolving needs, and identify opportunities for improvement.
Strategically plan for customer events and launches, partnering with Support and Engineering to guarantee customer success during pivotal moments.
Contribute to the development of the team technical toolkit and capabilities required to solve customer technology challenges.
Share technical expertise within the organization, enhancing internal support processes and knowledge bases.
Act as a subject matter expert in the curation of comprehensive documentation on solving technical issues, troubleshooting steps, and best practices to enable effective knowledge sharing and faster issue resolution.
Participate in cross-functional initiatives to improve support documentation, user guides, and technical resources for customers.
Education & Experience Required
Bachelor's degree in Computer Science, Engineering, a related technical field, or equivalent practical experience.
5 - 8 years of professional experience, including working knowledge of healthcare IT.
Strong communication and interpersonal skills, with the ability to effectively engage and convey information to executive-level management, navigate conflict, and promote honest dialogue.
Proven track record of success in customer-facing technical roles, such as Customer Success Management, technical support, solution or support engineering, or technical consulting.
Strong understanding of web application architecture, cloud computing, and database systems.
Preferred Requirements:
Experience with athenahealth services and our product offerings (e.g., athena Clinicals and athena Collector).
Familiarity with agile development methodologies and project management principles.
Experience with data analysis and logging tools, such as ELK Stack, Snowflake, or Grafana.
Demonstrated ability to create and maintain comprehensive technical documentation.
Relevant certifications, such as CCNA, AWS Certified Solutions Architect, or ITIL Foundation are a plus.
Expected Behaviors & Abilities:
Strong customer-centric mindset, with a genuine commitment to empathy, active listening, and customer advocacy.
Experience supporting web applications in complex desktop and network environments.
Knowledge of topics such as IT operations, database systems, computer networking fundamentals (virtual networks, subnets, routing, wireless networking, load balancers, firewalls, etc.), Incident Management, IT security, performance optimization, application development, service architecture, cloud-native application development, hosted services, storage systems, or content delivery networks.
Experience supporting customers in cloud operations, technical support, escalation management, or IT consulting.
Able to communicate effectively at all stakeholder levels, backed by technical credibility.
Proactive and self-motivated, with a strong sense of ownership and accountability for delivering results.
Strong analytical skills, emphasizing the use of logging and visualization tools (e.g., ELK Stack, OpenSearch, Datadog) to discover patterns and transform raw data into actionable insights. SQL knowledge is a plus.
Experience translating business requirements into technological solutions and collaborating across business units.
Thrive in a teach-and-learn culture, embracing formalized continued education.
Operate within ambiguity, making informed decisions even without complete information.
About athenahealth
Our vision:
In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients - powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Our company culture:
Our talented
employees - or athenistas, as we call ourselves - spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.
Our DEI commitment:
Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.
What we can do for you:
Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative
workspaces
-
some offices even welcome dogs.
We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment,
full-time. With consistent communication and digital collaboration tools, athenahealth
enables
employees to find a balance that feels fulfilling and productive for each individual situation.
In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued.
Learn more about our culture and benefits here: athenahealth.com/careers
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Commercial Lines Client Executive
Account Manager Job 12 miles from Waltham
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Commercial Lines Client Executive
Client Executive - This position is a client-facing role responsible for directly supporting client relationship management and coordinating all necessary insurance stewardship and service activity. The Client Executive is a high performing, goal-oriented individual whose primary responsibilities are building risk management strategies and managing the overall client relationship. The Client Executive is expected to also coordinate the relationships between the client and the internal Cross team, oversee the work product of the internal service team, and be the driving force for renewal and stewardship tasks. In partnership with the individual resources on the client service team, the Client Executive will negotiate and engage with carriers and underwriters when necessary. The Client Executive has responsibility to ensure team members deliver timely, technically sound, effective service as well as engage additional resources as needed to address the risk management needs of that client.
The Client Executive will also be involved with creating and assisting with new or expanded business opportunities for Cross Insurance with either existing clients or prospective clients.
Duties of a Commercial Lines Client Executive include, but are not limited to:
Foster strong relationships with consistent, value-added engagement between Cross and its client.
Responsible for the development of detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities.
Provide Cross Senior Management with status updates on overall account performance and strength of client relationship.
Drive organizational goals while upholding best practices with a team atmosphere.
Manage the entire new business or renewal sales cycle within the internal team - coordinating resources, managing timelines and communication.
Responsible for higher level leadership and project management of internal team and external resources- strategies, assigned roles, deadlines, renewals, expediting workflow.
Organize and implement all necessary resources available for client needs including Brokerage, Account Management, Claims, and Risk Control.
Lead regularly scheduled meetings with team to strategize on renewals or new business with appropriate timelines and clearly defined roles and deliverables.
Assist with the definition and collection of necessary client information, financial data, and applicable applications.
Lead efforts to build and maintain detailed client records for renewal or new business presentations - renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc.
Overall advocate for the client in the marketplace and serve as a trusted risk management resource.
Requirements:
Five (5) years of insurance experience in a client facing role.
Has in-depth technical knowledge of commercial property & casualty insurance coverages and products and can advise clients accordingly.
Ability to facilitate an effective team dynamic.
Ability to interpret, analyze and present critical insurance data.
Strong organizational and leadership skills.
Excellent verbal and written communication skills.
Project Management skills including attention to detail, effective deliverables, time management and prioritization.
Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce.
Commercial Lines Producer License.
DISCLAIMER:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Client Executive, Private Client Group
Account Manager Job 18 miles from Waltham
pstrong Our Role: /strong/p pAs Private Client Group, Client Executive, you will join our team in Andover, MA with the goal of increasing new revenue opportunities. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an outstanding opportunity for an enthusiastic and motivated individual to work within a growing practice group. /p
pstrong Its Responsibilities: /strong/p
ul
li Drive new sales. Generating referrals is vital to connecting with high net worth clientele/li
li Ability to create strong relationships and build centers of influence with referral sources (family offices, attorneys, wealth advisors, realtors and so forth)/li
li Discuss marketing and pricing options, review coverage gaps and analyze claims history/li
li Work with management to continually improve our customer service offering through unique value added services /li
li Serve as an advisor amp; consultant to ensure the client's changing risk management needs are addressed./li
li Provide proactive risk management advice to current clients/li
li Participate with support staff in stewardship meetings where appropriate/li
li Identify and close potential cross-sell opportunities/li
li When needed be involved with more complicated claims situations/li
li Work with support team to resolve client issues/li
/ul
pstrong Your Qualifications: /strong/p
ul
li At least three (3) years of prior sales experience in personal lines insurance or financial services/li
li BS/BA degree in Business, Finance, Marketing or another relevant discipline required/li
li Provided you have local market knowledge amp; existing relationships, the agency can train you on high net worth personal lines if you come from a middle market background or related financial services career./li
li Able to convey the value of personal insurance through Fred C. Church/li
li Success in meeting or exceeding regular sales targets/li
li Excellent communication (written, verbal and presentation), interpersonal, networking, relationship building, problem solving and decision making skills required/li
li Current Personal Lines license, preferred; if not currently licensed, it is required within 3 months of employment/li
/ul
pstrong Your Attributes: /strong/p
ul
li Motivated to continue building a sales career/li
li Desire to learn the unique characteristics of private client group networking, marketing and carrier negotiations./li
li Proven track record of developing referral relationships that produce results./li
li Ability to maintain professional and productive relationships with other staff, working closely with other departments where applicable/li
li Excellent organizational skills/li
li Consistent attention to detail and accuracy in all aspects of work/li
li Excellent documentation/li
li Demonstrate flexibility in prioritizing meeting deadlines and juggling multiple assignments/li
li Strong computer skills including, but not limited to, Excel, Word, and Outlook/li
/ul
p /p
pPlease include your resume and a cover letter when applying. No phone calls, please./p
pFred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!/p
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