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The Banking as a Service (BaaS) Relationship Manager is responsible for strategic growth with our Emprise Embedded partners. Banking as a Service (BaaS) Relationship Manager.
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Meet Your Recruiter Andrea CostelloAssociate Vice President, Client Relationship Manager and Team Lead Andrea has been with K.A. Recruiting since graduating from the College of the Holy Cross in 2014.
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Ability to work with Sales Force, and other Client Relationship Management (CRM) software, Microsoft Outlook, Word, Excel, PowerPoint, Teams, and other software. Executes New Sales Excellence: Performs the HairClub consultation including a thorough discovery, value building, hair loss assessment, matching the client needs with the appropriate solution(s) and overcoming objections to enroll a new member.
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Evaluates and analyzes relationship manager related data, including client segmentation and profitability, profile of new and existing customers, pipeline activity and conversion.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Utilization of HubSpot to monitor pipeline and client relationship metrics. As the Business Development Manager, you will focus on identifying our ideal target client, nurturing new business opportunities; evaluating and deepening existing client relationships, optimizing pricing strategies and developing strategies to expand our client base.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Deliver the client experience through relationship reviews and client service reviews, leveraging the Key Private Bank (KPB) process with a focus on discovery. Develops a comprehensive understanding of client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Seeking an Audit Manager for a hybrid work setting. Abilities in quantitative and qualitative analysis, relationship-building, leadership, project management, and business development. Responsible for overseeing all aspects of client engagements, managing day-to-day tasks, issuing final reports, and preparing for increased client responsibilities.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Position Summary Oracle Delivery Manager - SaaS Application Management Services (AMS)The role of Oracle Delivery Manager is to provide day-to-day leadership and management over the application management team (internal and external service providers) in support of the Oracle Cloud ERP, EPM, Analytics, and other SaaS applications.
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Surface opportunities identified in the book for more significant growth to the assigned Relationship Manager and partner with them on the sales process. The Associate Relationship Manager (ARM) is responsible for managing and building clients relationships based upon knowledgeable advice that is aligned to the clients' financial needs and advocating solutions that lead to the attainment of the clients' financial aspirations and goals.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement) Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
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As a Commercial Banking Relationship Manager III- Dealer Floorplan within PNC's Retail Lending Dealer Finance organization, you will be based in Cleveland or Columbus, OH. Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Serve as lead relationship manager on existing book of business, procuring retention of customers. Serve as lead relationship manager for assigned customer group. Client Executive and Subject Matter Expert, Property and Casualty.
Full-timeExpandUpdated 22 days ago - UpvoteDownvoteShare Job
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Reporting to the Health Coach Manager, the Health Coach is responsible for providing and supporting all aspects of the coaching engagement for select company clients under our broker partner in Ohio. Health Coach work primarily focuses on the member-facing and client relationship, but may include participation in orientations, portal maintenance, member outreach, reporting, carrier relationships and overall support of the wellness program.
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Create and foster a relationship to monitor and assure customer satisfaction levels with school leadership (head of school, director, regional vice president, etc.) One opening in Columbus with occasional travel to a client on site in Cincinnati.
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Work collaboratively with Director of Strategic Partnerships, Water and Client Relationship Specialists to support Aclara's customer base and new opportunities. Aclara, a Hubbell Company, is looking for an experienced National AMI Sales Manager to manage the Aclara AMI Sales team; identify, develop, and help close new sales opportunities for Aclara's Water AMI portfolio and other Aclara water products within North America.
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client relationship manager jobs in Cleveland, OH
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