Relationship Manager Jobs in Montana

- 129 Jobs
  • Account Manager

    LHH 4.3company rating

    Relationship Manager Job In Billings, MT

    Job Description: We are seeking a dynamic and results-driven Territory Sales Representative to join our client's team. As an Account Manager, you will be responsible for managing and growing sales within your assigned territory, focusing on convenient stores and gas stations. Your primary goal will be to build strong relationships with store managers and owners, ensuring our products are well-represented and driving revenue growth. Key Responsibilities: Develop and maintain relationships with convenient store managers and owners within your territory. Identify and pursue new sales opportunities to expand market presence. Conduct regular visits to convenient stores to ensure product placement and promotional activities. Provide exceptional customer service and support to existing accounts. Monitor and analyze sales performance, making recommendations for improvements. Collaborate with the sales team to develop and implement effective sales strategies. Prepare and deliver sales presentations to potential clients. Manage account records and ensure accurate reporting of sales activities. Qualifications: Proven experience in sales, specifically within the consumer goods industry. Strong communication and interpersonal skills. Ability to work independently and manage time effectively. Benefits: Comprehensive health benefits, including vision, dental, and health insurance. 401(k) retirement plan with company match.
    $35k-43k yearly est. 6d ago
  • Sales Manager

    The Weiner Group 3.7company rating

    Relationship Manager Job In Bozeman, MT

    Job Title: Sales Manager Company: The Weiner Group Inc. Industry: Life Insurance About Us: The Weiner Group Inc. is a leading provider of simplified issue life insurance products with living benefits. We are committed to helping individuals and families secure their financial future with innovative and accessible insurance solutions. Our team thrives on a culture of excellence, integrity, and professional growth. Position Overview: We are seeking a dynamic and results-driven Sales Manager to lead, recruit, and develop a high-performing sales team. This role is designed for a strategic leader with a passion for coaching and driving sales success. The ideal candidate will have a strong background in life insurance sales, leadership experience, and a commitment to fostering a winning culture. Key Responsibilities: Recruit & Develop Talent: Identify, attract, and mentor top sales professionals to build a powerhouse team. Drive Sales Performance: Implement strategies to exceed sales targets and maximize revenue growth. Training & Coaching: Provide ongoing training, motivation, and support to ensure agents excel in their roles. Market Expansion: Develop and execute plans to grow market share and increase brand presence. Monitor & Optimize Sales Processes: Analyze sales metrics, provide insights, and continuously improve sales strategies. Compensation & Incentives: Earn competitive overrides, bonuses, and commissions based on team performance and personal sales. Qualifications: Proven experience in life insurance sales, with a track record of success in leadership or management roles. Strong ability to recruit, train, and develop a winning sales team. Excellent communication, leadership, and motivational skills. Goal-oriented with a passion for achieving and exceeding sales targets. Ability to adapt to a fast-paced, performance-driven environment. What We Offer: Competitive compensation package with overrides, bonuses, sales commissions and potential for shares in equity. Opportunities for career growth and advancement. Comprehensive training and support to ensure success. A dynamic and energetic work environment with a strong team culture. If you're ready to take your sales leadership career to the next level and be part of a company that values growth and success, we want to hear from you! Apply today and join The Weiner Group Inc. in making a difference in people's lives through life insurance solutions.
    $47k-77k yearly est. 27d ago
  • Client Experience Manager

    Tyler Technologies 4.3company rating

    Relationship Manager Job In Billings, MT

    The Client Experience Manager is responsible for proactive relationship management with an assigned client base of school districts, ensuring continuous improvement goals are met, critical issues are addressed, and exceptional service is delivered throughout the client lifecycle. The ideal candidate is a driven professional with a proactive, positive “get it done” attitude and a diverse mix of skills in communication, account management, analytics, project management, process improvement, and customer service. Experience working with school districts or educational organizations is highly preferred. Responsibilities Proactively communicate and collaborate with assigned school district clients to understand and analyze their needs, current statuses, and any ongoing challenges, ensuring alignment with their operational and strategic goals. Coordinate cross-functional resources (Support, Sales, Development, Product, Implementation) to efficiently resolve client issues and support district-specific needs. Demonstrate agility in decision-making, incorporating new information quickly and keeping relevant stakeholders informed of rapidly occurring developments. Conduct regular check-ins (weekly, bi-weekly, or monthly based on client needs) to address concerns, provide updates, and drive issue resolution. Collaborate with internal teams to ensure seamless communication and coordination before, during, and after client visits and user group meetings, with a focus on the educational environment. Manage post-visit activities, including documentation and follow-ups, ensuring school districts receive timely and relevant support. Maintain accurate records and reports for expenses, client attendance, and other relevant metrics. Simultaneously engage in multiple initiatives, prioritizing tasks to best serve the needs of school district clients. Align with Product Owners and meet regularly to stay informed on product roadmaps, with an emphasis on features that benefit educational institutions. Document and advise clients on operational best practices tailored to the unique requirements of school districts. Perform other client success tasks as needed to support the overall success of the department. Represent Tyler Technologies positively, both internally and within the educational communities served. Qualifications BS/BA degree in a related field or equivalent experience. 2-4 years of customer service/success experience, ideally with school districts, educational institutions, or ERP systems for schools. Up to 20% travel, primarily to school district sites and educational events. An entrepreneurial spirit and a proactive, solutions-oriented mindset. Excellent planning and organizational skills, with strong follow-through to ensure task completion. Proven problem-solving abilities and composure in high-pressure situations, particularly within the educational sector. Self-motivated and capable of working independently or as part of a team. Outstanding interpersonal skills, including verbal and written communication, teamwork, and customer service. Proficiency in Microsoft Word, Excel, and PowerPoint. Ability to assess the urgency of client issues and prioritize accordingly, considering the specific needs of school districts. Maintain composure under pressure while working effectively both independently and collaboratively.
    $92k-115k yearly est. 24d ago
  • Relationship Manager Core

    Empower Retirement 4.3company rating

    Relationship Manager Job In Billings, MT

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Relationship Manager, you will be the primary relationship manager overseeing an established book of business within assigned territory. Must reside in Montana or Idaho. What you will do Provide relationship management and oversee 85 small plans, generally in the $5M - $25M range. Responsible for client retention and growing our existing plans. Manage the relationship with client, including education strategies, plan review, and asset diversification. Assist the sales team on developing new business and attending finals presentations. What you will bring Bachelor's Degree in Business or related discipline. 4-7 years financial services experience. FINRA 6 & 63 registrations required within corporate-established timelines. FINRA fingerprinting required. What will set you apart Previous experience presenting to large groups and individuals . Advanced 401k, compliance, plan documentation and investment knowledge. Ability to travel the majority of the time using personal vehicle to go to local meetings with plan sponsors and brokers. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $85,600.00 - $120,925.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $85.6k-120.9k yearly 18d ago
  • Client Partner, Life Sciences

    Datavant

    Relationship Manager Job In Helena, MT

    Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. The Client Partner, Life Sciences is responsible for understanding their assigned customer's entire business (including their goals, objectives, and initiatives) in order to drive growth, retention and satisfaction. You will own the account relationship across all Life Sciences offerings, and be responsible for managing the end-to-end sales process to bring Datavant's Life Sciences solutions to existing and new Life Sciences clients. **You Will:** + Build and maintain strong relationships with customers and partners. Focus on transformational outcomes that make an impact for various stakeholders across the ecosystem. + Hold ultimate responsibility for bookings and revenue generation for your assigned accounts. + Collaborate with cross-functional experts across Datavant in the strategic sales processes from lead generation to close, including presenting value propositions, identifying and addressing partner needs, negotiating business terms, and executing contracts. + Leverage deep knowledge of your client's organizational structure and initiatives to discover new business opportunities for Datavant solutions. + Gather valuable feedback from customers and partners on pricing, market challenges, innovation and the competitive landscape. + Collaborate across the Datavant organization to achieve personal goals, team objectives and company milestones. **Qualifications:** + 10+ years of relevant experience in Enterprise sales or business development, in life sciences, focused on SaaS, Real World Data, or services. + Deep understanding of life sciences companies (biopharma, medical device, CROs). + Experience selling complex solutions and driving significant revenue growth in a highly dynamic environment, involving multiple stakeholders from line managers to "C" level executives. + Highly consultative, hands on and collaborative. + Excellent communication, presentation and analytical skills. + Experience with Google suite of productivity applications (Sheets, Slides, Docs) as well as Salesforce.com + Self-motivated, take initiative, work efficiently and independently, and excellent organizational skills. + Ability to travel at least 50% of the time. \#LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for bonus/commission, and the range below is inclusive of those targets. The estimated total cash compensation range for this role is: $240,000-$340,000 USD The estimated base salary range (not including bonus/commission) for this role is: $120,000-$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please contact us at *********************** . We will review your request for reasonable accommodation on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
    $88k-136k yearly est. 5d ago
  • Senior Manager, Strategic Relationship Management & Business Development

    American Express 4.8company rating

    Relationship Manager Job In Helena, MT

    **You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. Global Merchant and Network Services (GMNS) is the American Express business unit that acquires and maintains relationships with merchants and suppliers that welcome American Express branded cards and payment solutions. Our goal is to be an indispensable payments partner to our clients while simultaneously delivering differentiated products and services that meet or exceed their needs while driving revenue growth and premium economics for them and American Express. B2B is a critical priority for the Global Merchant Services business, and American Express, and this role offers a prime opportunity to be part of a strategic growth segment for the Enterprise. The B2B Product, Partner and Client Management Group (BPPC) within Merchant Services - U.S. is responsible for overseeing the some of the largest and most strategic U.S. based B2B merchants/suppliers. Our mission is to be warmly welcomed by merchants and support their growth through American Express forms of payment including credit cards, virtual cards, and Buyer Initiated Payments (BIP). The Construction/ Industrial industry is one of the top 3 priority B2B industries, with high levels of interaction and engagement across the Blue Box including the Global Commercial Services, Marketing, and Product. Managing this portfolio provides colleagues the opportunity to leverage business development, strong relationship management, strategic thinking, and consultative selling skills to drive incremental revenue for American Express. Candidates considered for this position will demonstrate a strategic mindset, an ability to think innovatively, strong financial & analytical skills, and the ability to lead in a fast-paced and highly complex/matrixed environment while fostering a fun and positive team dynamic. **Specific responsibilities include:** + Business Development: Drive profitable charge volume and revenue growth by using in-depth knowledge of Merchant's business/ industry and Global Merchant Services + Relationship Management: Cultivate and leverage relationships across American Express and the Merchant to identify and implement solutions to grow and expand share while ensuring premium level of servicing to dedicated account contacts + Strategy & P&L Management: Devise strategic account plans to drive Merchant engagement, expand relationship contact maps, improve client satisfaction with the goal to grow profitable American Express share + Consultative Selling: Consult with merchants on how to capitalize on the fast-paced evolving payments space to bring efficiencies to their AR processes + Negotiations: Develop innovative partnerships and negotiate profitable deals through firm understanding of B2B payments economics, profitability levers, and American Express assets + Project Management: Work with internal partners and seamlessly multi-task, prioritize, and act with a sense of urgency for in-demand merchants **Minimum Qualifications:** + 5 years of experience in payments, business development, sales, or relationship management, preferably with enterprise clients. + Experienced relationship manager with proven ability to learn quickly, develop strong client relationships, sell-in initiatives and uncover new opportunities to grow AMEX revenue + Demonstrate executive presence with the ability to confidently lead Senior/C-level discussions internally and with clients to influence decision making and drive timely results. + Excellent influence management skills and the ability to work collaboratively across a wide variety of external and internal partners + Strong negotiation skills and project management skills, with an excellent ability to prioritize effectively and drive results + Highly developed communication skills with ability to tailor messages to different audience types both internally and externally + Demonstrate analytical and creative problem-solving skills and proven financial acumen + Familiarity with financial statements: Income Statement, Balance Sheet and Cash Flows Statement + Possess the ability to understand the unique challenges facing B2B merchants + Knowledge of B2B payments, experience developing B2B marketing promotions and/or experience in B2B Issuing organizations a plus. + Knowledge of the Construction Industry a plus + Self-starter with a blend of EQ and IQ + Collaborative and enthusiastic team player with a sense of humor + Solid foundation in Microsoft Office: PowerPoint and Excel + Bachelor's degree required, MBA a plus + New York City candidates preferred + Role requires ~30% travel **Qualifications** Salary Range: $80,000 to $155,000 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible work arrangements and schedules with hybrid and virtual options with Amex Flex + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and supplement and the Pay Transparency Policy Statement. If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters. **Job:** Sales **Primary Location:** United States **Other Locations:** US-New York-New York **Schedule** Full-time **Req ID:** 25004945
    $80k-155k yearly 3d ago
  • Client Relationship Manager

    Member Driven Technologies 3.9company rating

    Relationship Manager Job In Great Falls, MT

    Job Details Great Falls Office - Great Falls, MT Hybrid Full Time Up to 50% Description SALARY RANGE $60,000 - $70,000 This position serves as a point of contact for clients regarding product/service delivery and overall client service satisfaction. Coordinates closely with other departments to ensure that the products and services delivered meet clients' expectations and are within scheduled deadlines. Projects and maintains the company's professional image. Keeps management aware of client activities and significant problems. DUTIES & RESPONSIBILITIES Communicate with clients via personal visits or phone calls regarding relevant concerns, necessary product enhancements, and suggestions for improvements to products. Assist other departments with direct client communication as needed. Introduce new products/services to existing and potential clients and conduct product and service demonstrations as appropriate. Provide clients with thorough and timely quotes on all product and service proposals. Represent company at industry seminars and trade conventions as required. Develop a strong understanding of client objectives and assesses their business strategies and needs in relation to their objectives. Ensure effective ongoing communication with clients to maintain high levels of customer retention. Track and resolve problems effectively and with a sense of urgency. Act as a resource and support to clients throughout the business relationship. Promote goodwill and a positive image of the company. Foster a cooperative team environment. Keep management well informed of area activities and any significant problems. Complete assigned documentation in an accurate and timely manner. Keep work area clean, secure, and well maintained. Complete special projects as assigned. Attend and participate in meetings, conference calls, and seminars as required. EDUCATION & EXPERIENCE REQUIREMENTS High school graduate or equivalent. Bachelor's degree in marketing, business, or a related field preferred, or an equivalent combination of training and experience in relationship management required. Two (2) years of experience in relationship management (required). Three to five (3-5) years of experience in relationship management (preferred). REQUIRED KNOWLEDGE Strong knowledge of specific relationship management strategies. Knowledge of financial institution processing concepts and how Symitar products are positioned and developed, preferred. WORKING CONDITIONS Special No hazardous or significantly unpleasant conditions (such as in a typical office). Up to 50% day/overnight in-state and out-of-state travel, including possible weekend travel. Evening or weekend hours as required. On-call responsibilities may apply. Long duration of computer workstation usage. INTENT AND FUNCTION OF S s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. #LI-DNP
    $60k-70k yearly 60d+ ago
  • Client Success Manager

    Norstella

    Relationship Manager Job In Helena, MT

    **About Citeline & Evaluate:** Citeline & Evaluate are part of a global company providing outstanding clinical and regulatory and commercial intelligence solutions and services for the Pharmaceutical, Biotech/Medical Device, Financial and Professional Services sectors. Our data and solutions are used and recognized across the globe as the industry's gold standard to drive clinical, commercial and regulatory-related decisions and create real-world opportunities for growth. We deliver timely and accurate analysis of reported drug sales, consensus sales forecasts, R&D pipeline, markets, and comprehensive company financials. Citeline & Evaluate are part of the Norstella family of businesses, helping to smooth access from Pipeline to Patient. **The Role:** Client Success is a Global team, with approx. 70 team members based across the UK, US (East & West Coast), Japan, China & India. The Global Client Success team delivers value to our clients by driving customer journeys & engagement strategies, along with managing the health & retention of these clients. The team brings a learning and win together mindset that helps us evolve how we engage with our clients & streamline processes to allow us to scale & drive efficiencies. The CS team is made up of team members based across the UK, US (East & West Coast), & forms part of the larger Client Success organization. Our Client Success team is passionate about our customers and their business means anticipating their needs, demonstrating our understanding of what actionable value is derived from our platform, and providing highly valued business insights. Our goal is to exceed their expectations by influencing their decisions & ultimately profitability. **Responsibilities:** + Partner with your customers regarding their questions or requests about the content and functionality of Citeline and Evaluate products; probing to understand underlying business requirements behind the question & to ensure delivery of value. + Provide deep product expertise to partner with the sales team on renewals and new/additional business development activities, including demonstrating value to both existing and trial users. + Create smart data touches using our data or product enhancements which you will use as proactive outreach strategies to support account retention, growth and new business activities. + Using strong Commercial Acumen & deep discovery techniques you will understand their needs & be able to identify leads, creating a pipeline of upsell business. + Be responsible for the renewal & retention of business within your portfolio. + Monitor and drive improvement in the health of accounts, identify any risky renewal and put mitigation plans in place. + Partner with Sales on account strategies and maintain regular contact to discuss account health, value capture, engagement levels, and opportunities captured. + Act as a role model within the sales organization. Promote a "can do" culture and positive environment, advise other Customer Success Managers on account engagement strategy, answer questions, and help when necessary. + Maintain full fluency in our suite of products and services and how they are sold to deliver value in the marketplace. + Thrive in an environment of innovation & continuous improvement, where you continuously bring forward new ideas to improve product usage and commercial success. Model a bias toward risk taking and action. Fail, learn, recover, advance. + Identify internal process improvements or tools required to enhance employee &/or Customer experience. + Act as the Voice of the Customer at all times, ensuring business practices & deliverables meet the needs of our customers, & that Customer Experience remains high. + Contribute your Client Success expertise to cross-functional initiatives and cover other areas within the Global Client Success team as needed during peak periods and holidays. + Ensure optimal on-boarding experience for new accounts/users within the first 30 days, including personalized/group training sessions, as well as an account transition kick-off meeting and documentation of account and user Success Criteria. + And other duties as assigned Expected Outcomes: + Demonstrate ownership and passion around your development and growth, help other Client Success Managers to troubleshoot both internal and external challenges. + Demonstrate ownership of your goals, milestones, and accomplishments. + Be described as an excellent CSM by your peers, Sales & Product Management Teams. + Facilitate an optimal new user on-boarding experience by ensuring users are active within 30 days of license allocation, with clearly documented user Success Criteria. + Form trusted partner relationships with accounts and users. + Strongly align with key buyers and users within accounts to ensure optimal success toward renewal and growth to help achieve company revenue goals. + Close alignment with Sales to ensure optimal product usage, cross-sell and upsell. How You'll Succeed: + Be seen as a strong and trusted partner within the organization. Known as someone who will achieve & can take control. + Achieve an improvement of 5% in engaged users as demonstrated by health score. + Document and execute proactive account action plans to deliver value, drive upsell and mitigate churn risk. + Achieve established Gross Renewal Retention & Net Renewal Retention goals. **Qualifications:** + Customer focused & experience of being a customer advocate within the organization. + Commercial experience of interacting with pharmaceutical, biotech, financial and/or consulting Customers, in a Client Success, training or sales role. + Strong business acumen, professional demeanor & ability to approach accounts in a proactive & strategic manner. + Experience balancing the needs of multiple stakeholders and working to tight timelines with resource constraints. + Exceptional communication and presentation skills. + Strong analytical and problem-solving skills. + Comfortable challenging the status quo & driving innovation for the improvement of the Customer Experience & business results. + Agile with a demonstrated ability to manage through ambiguity and coach team members through change, driving for solutions despite complexity. + Strong, high-level relationship skills. Able to thrive in a team environment, interact with peers, understand executive vision and internal ecosystem. + Customer focused & experience of being the customers' advocate within the organization. + Experience of building relationships and trust with clients, by driving engagement, confidently handling difficult situations, solving their problems & demonstrating value. + Demonstration of a high degree of organization and proficiency leveraging internal systems & defined processes. **Our Guiding Principles for success at Norstella:** 01: Bold, Passionate, and Mission-First 02: Integrity, Truth, and Reality 03: Kindness, Empathy, and Grace 04: Resilience, Mettle, and Perseverance 05: Humility, Gratitude, and Learning **Benefits:** + Medical and Prescription Drug Benefits + Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) + Dental & Vision Benefits + Basic Life and AD&D Benefits + 401k Retirement Plan with Company Match + Company Paid Short & Long-Term Disability + Paid Parental Leave + Education Reimbursement + Paid Time Off & Company Holidays _The expected base salary for this position ranges from $80,000-$90,000 plus commission. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered._ _Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._ _All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
    $80k-90k yearly 19d ago
  • Business Relationship Manager I - Officer

    241387-Comp Ben Admin Prof Fees

    Relationship Manager Job In Bozeman, MT

    divstrong Description/strongbr/p If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. /p p class="MsoNormal"As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management./p p class="MsoNormal"bJob Responsibilities/b/p ul li Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000/li li Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses/li li Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio/li li Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed/li li Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships/li li Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs/li li Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements/li /ul p class="MsoNormal"bRequired qualifications,/bb capabilities, and skills/bb/b/p ul li Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience/li li General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market/li li Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners/li li Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently/li li Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment/li li Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint/li /ul p class="MsoNormal"bPreferred qualifications,/bb capabilities, and skills/bb/b/p ul li Bachelor's degree in Finance or related field or equivalent work experience/li li Strong current business network/li /ul ul /ulbr/br//div
    $62k-92k yearly est. 60d+ ago
  • Business Relationship Manager I - Officer

    JPMC

    Relationship Manager Job In Bozeman, MT

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network
    $62k-92k yearly est. 28d ago
  • Business Relationship Manager I - Officer

    246761-Legacy West Campus Branch

    Relationship Manager Job In Bozeman, MT

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network
    $62k-92k yearly est. 28d ago
  • Ag Banking Officer

    Bravera Careers

    Relationship Manager Job In Billings, MT

    Bravera Bank is hiring for an Ag Banking Officer in Billings, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. This position is responsible for developing and maintaining relationships with agricultural-based customers. Will solicit and originate quality loans, deposits, and special products and services with customers. Measures of Success Agriculture or business background and skills Strong interpersonal skills High level of initiative as a self-starter Duties and Responsibilities Earn and maintain the respect and trust of people. Display honesty, integrity, and morality. Responsible to promote a positive and collaborative environment that supports teamwork and excellent customer service throughout the organization. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Responsible for cultivating new and existing agricultural customer relationships. Must fully understand loan policy and procedures and recommend enhancements, as needed. Maintain a lending portfolio, approving credit within approved lending authority. Must maintain appropriate and complete documentation and files, as necessary. Make customer contacts, field inspections, and business visits, as necessary. Will analyze asset and repayment quality on existing loans and loan applications. Will recommend banking products and services, based on customer analysis. Responsible for collection of delinquent loans. Keep abreast of current industry trends, new programs, and regulations. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations. The employee will adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. Qualifications Education: Bachelor's degree in accounting, finance, economics, or other business-related field preferred. Experience: Minimum three years related banking experience OR An acceptable combination of education and experience. Location Billings, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook, Instagram, X, LinkedIn, Youtube, and Tik Tok. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
    $67k-93k yearly est. 30d ago
  • Senior Premier Banker - Bozeman Main Branch - Bozeman, MT

    Wells Fargo 4.6company rating

    Relationship Manager Job In Bozeman, MT

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee will transition to the Senior Branch Premier Banker (SAFE) exempt role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments + Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols + Escalate banking related issues or business risks that require an in-depth evaluation + Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals + Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations + Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals + Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances + Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 3+ years of experience building and maintaining effective relationships with customers and partners + 3+ years of experience recommending products and services **Desired Qualifications:** + Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Excellent verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention + Ability to follow policies, procedures, and regulations + Ability to educate and connect customers to technology and share the value of self-service digital banking options + Experience using strong business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment + State Insurance license(s) are required for this role and must be completed within a specified period + Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. + A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting End Date:** 6 Apr 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-445409
    $34k-59k yearly est. 8d ago
  • Airline Accounts Manager - JetBlue Contract (9357)

    WFS

    Relationship Manager Job In Montana

    Join our Worldwide Flight Services family and contribute to the timely delivery of cargo shipment, luggage, business to customer delivery, and on-time flights while operating safely and securely. We perform at the highest level for our customers every day, and strive to be an exceptional leader in our industry with our teams of cargo, passenger, ramp handling, and technical service experts in 164 airport locations, 18 countries, and on 5 continents. Are you ready to take off on your next career with us? Job Summary The Account Manager oversees a business unit to ensure assets-including customers, staff, aircraft, equipment, and facilities-are maintained to the highest standards. This role involves fostering strong relationships with airport authorities, managing daily operations, and ensuring compliance with contracts, service agreements, and security regulations. Responsibilities Build and maintain strong relationships with airport authorities and participate actively in the airport community. Ensure the account operates per contract terms and service level agreements. Supervise staff, delegate tasks, and create succession plans for leadership development. Oversee ground support equipment (GSE) maintenance, repairs, and long-term needs analysis. Manage attendance records, ensure staffing coverage, and control labor budgets. Maintain compliance with TSA legislation and the corporate security program. Conduct audits to ensure operational continuity and adherence to regulations. Clarify and implement the site-specific security plan, ensuring all staff have proper identification. Other duties as requested by WFS or customer leadership team. Uphold fairness, equity, and respect in interactions with employees, customers, vendors, and third parties. Represent the company's image with integrity and professionalism. Minimum Requirements Bachelor's degree in Business, Aviation Management, or a related field (or equivalent work experience). Minimum of 3-5 years of management experience, preferably in aviation or a related industry. Strong understanding of TSA regulations and airport security protocols. Experience managing budgets, scheduling, and labor cost allocation. Ability to effectively supervise, motivate, and train staff. Independent judgment and decision-making skills required Must be able to work weekends (Friday, Saturday, and Sunday), holidays, and days off. Preferred Skills Excellent communication and relationship-building skills, particularly with stakeholders like airport authorities. Knowledge of ground support equipment and preventative maintenance planning. Proficiency in MS Office and operations management software. Problem-solving and decision-making skills in a fast-paced environment. Leadership and mentorship capabilities, with experience in creating development plans for team members. Ability to read, write, fluently speak and understand the English language. Physical Requirements/Working Conditions Ability to lift up to 70 lbs. Perks & Benefits Want your pay in advance? Access your pay when you need it through DailyPay app! Are you a top performer who thrives on recognition? On the spot awards offered through the Awardco Platform including gift cards and more! Need quality medical care? Multiple options for both full and part-time employees! Want WFS Employee Extras? Travel Discounts, Pet insurance, Discount Shopping & More! Looking to stay healthy and improve your life? Wellness Programs offered to all employees! Want to invest in your future? 401k program offered with company match! Looking to grow and have a career with us? Opportunity for Internal Mobility and transfers available! WFS is an equal opportunity employer committed to employment equity and inclusion. We accept applications from all qualified individuals.
    $43k-74k yearly est. 25d ago
  • Account Manager

    Fishers Document Systems

    Relationship Manager Job In Butte-Silver Bow, MT

    div class="job Desc"pstrong Fisher's Technology/strongbr/ Fisher s mission is to make our customers extremely happy through technology offerings and services that maximize business efficiency and performance. And we do all that while having a great time and loving our work. Fisher's Technology has been selected as one of the Best Places to Work in Idaho for the last fifteen years./p pFisher s is a leading technology provider in Idaho, Montana, Utah, amp; Washington to help businesses perform at the top of their game. We manage IT environments (servers, cloud environments, network equipment, computers, mobile devices, applications, Cloud, VoIP, and internet services), sell and service office equipment (from Canon, Konica Minolta, HP, OCE and many others), and streamline business operations with electronic document management and related software solutions. Learn more at a href="**************************** target="_blank"************************ pstrong Account Manager/strongbr/ Fisher s is seeking a qualified individual to fill our Account Manager position. An Account Manager is responsible for selling Fisher s products and services to customers within their accounts assigned to them. Account Managers with Fisher's are on an uncapped commission structure with a high earning potential./p pstrong Responsibilities: /strong/p ul li Prospect development, sales calls, product demonstrations, proposal and bid preparation./li li Communicate Fisher s Technology s strategies and direction to key decision makers./li li Develop targeted account strategies to generate and grow business for assigned territory./li li Complete site assessments and produce product recommendations and replacement strategies as needed./li li Achieve sales quota for products and services./li li Demonstrate product knowledge expertise in assigned product areas./li li Conduct regular account reviews with customer base./li li Cross-sell customer base on all products and services./li li Deliver sales activity sufficient to support overachievement, territory coverage and 100% customer satisfaction./li li Manage service issues to resolution/li /ul pstrong Qualifications:/strong/p ul liA four-year degree is preferred, but not required./li li Must be proficient in MS Windows, Word, and Excel./li li Must have excellent presentation, negotiation, communication, analytical and interpersonal skills./li li Sales experience is preferred, but not required./li /ul pstrong Fisher s Technology offers an extensive benefits package that includes the following:/strong/p ul li Medical, Dental, amp; Vision Insurance/li li Life Insurance/li li Additional Voluntary Life Insurance/li li Paid Time Off/li li Paid Holidays amp; Extra Floating Holiday/li li 401(k) amp; 401(k) Matching/li li Employee Assistance Program/li li Flexible Spending Account/li li Health Savings Account/li li Short amp; Long Term Disability Insurance/li li Accident amp; Critical Illness Insurance/li /ul /div
    $44k-76k yearly est. 59d ago
  • Account Manager

    Mitsubishi Chemical Group 3.9company rating

    Relationship Manager Job In Helena, MT

    **Account Manager (1975)** + Title:Account Manager + Group Company: Gelest Inc Group Company: + Gelest Inc Gelest Inc. is recognized world-wide as a leader and innovator in materials science and technology. Gelest manufactures and provides silane, silicone and metal-organic compounds serving advanced technology markets through a customer driven approach. Gelest, Inc., headquartered in Morrisville, PA, USA, was founded in 1991 to serve the advanced technology applications markets and since inception, has continuously added experts in the fields of silanes, silicones, and metal-organics. Joint developments between customers and staff have led to an increased product offering from several hundred materials to the current listing of several thousand materials. Job Purpose The Account Manager will manage and further position Gelest technical and Scientific products to develop new opportunities in technical and specialty chemical markets. This position will require close coordination with our Commercial Director along with Product Management and R&D. A large portion of this role will be dedicated towards managing mid-size and large customers to qualify Gelest materials in new applications along with providing sales follow up with those customers. Due to the nature of these opportunities, candidate would also need to establish a good working relationship with Gelest stakeholders and must have the ability to prioritize projects based on value and potential success. Principal Accountabilities **Key Responsibilities** **:** 1. Develop strategic and invest to grow accounts. 2. Support delivery of the 2025 Business Plan and take ownership of Business development and account activities. 3. Customer ownership in cross-functional team activities to manage all aspects of the customer interface. 4. Work closely with other regions (account managers) to leverage best practices and communicate effectively to Gelest Commercial network. 5. Establish and develop relationships with not yet identified prospects and potential customers in both existing and new markets. 6. Embrace and support Sales Force.com with developing a list of current and future pipeline targets. 7. Provide market and new opportunity insight to Gelest stakeholders. **Critical Success Factors:** + Good communication and interpersonal skills. + Market/customer orientation. + Reliability, self-initiative, with action, result and value-orientation. + Ability to think and act in a strategic and tactical way. Gathers input and gains consensus when taking actions and making decisions. Critical thinking, but open and constructive behavior. + Experience in negotiating. + Ability to work in international team. Ability to work in a "small" remote team. + Understanding business development and of new application development and what it takes to develop and secure new business. + Price Management; understanding of customer price target, impact of pricing decisions on the industry and on our product profitability, anticipation and planning for competitor's pricing moves. + Management of the complexity of the medical market with a solid understanding of the key requirements. + Pipeline creation for 5 years plan. + Interpersonal effectiveness (incl. organization skills) & good life balance to withstand pressure and focus on the essential prioritized activities. **Competencies & Behavior:** + Technical understanding of Chemical material market. How to fit solutions into new applications, and knowledge of how market trends are critical to sell Gelest Value. + Teamwork and Business development skills are critical at the customer interface to uncover and develop key opportunities. These would include good interpersonal, communication, and discovery skills along with strong desire to accelerate business growth through hard work and strong initiative. **Relationships:** + **Internal contacts** :Commercial, Product Management, R&D and EH&S: internal contacts and relationships are needed to define and achieve account plans at Key accounts. Commercial Director (supervisor) and other functional leaders as needed: define goals, report progress, required support and guidelines towards goals. + **External contacts** :Customer's and OEM's Engineering and Research & Development departments to support development of new applications and product introductions Customer's purchasing manager: Selling of Gelest value proposition and negotiation.Customer's contacts in all other critical functions (engineering, quality, process, etc.): Gelest Business Development is the primary focal point contact for the customer. **Freedom to Act/Level of Authority/Decision Making:** + For new develops or project of significance, will work closely with Commercial Director and Project Management where our Business Development will bring opportunities forward to be evaluated and pursued. For current or existing business Gelest is a strong supporter of empowerment to manage as the customer advocate. **Working Conditions:** + Handling / Exposure to Confidential Data: yes. Both exposure to confidential data (business strategy, pricing ...), and to the market (customers, partners ...) + Mental/Physical Requirements Related to Essential Functions:Ability to withstand pressure and stress internally and in front of customers.Ability to travel domestically frequently within US (25-50%) + Work Environment - Remote/Home Office (close to major airport) Knowledge / Skills / Experience + Bachelor's degree in; business, Chemistry, Chemical Engineering, or related field required. + 5+ years' experience in external /customer-facing roles in the following areas is preferred: Life Sciences, Industrial Specialties, CASE, Microelectronics consumables. + (verbal, written, instruction, etc.) Pay Transparency (complete highlighted sections) + **The salary range for this position is $95,000 $140,000. Factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, as well as market and business considerations may influence base pay offered. This salary will be subject to a geographic adjustment (according to a specific city and state), if an authorization is granted to work outside of the location listed in this posting.** + **Competitive Benefits** + **Benefits begin on DAY 1!** + **Employee Assistance Programs** + **Curated Self-Paced Learning & Development Programs for all Employees** **Mitsubishi Chemical Group (MCGC) and any of our subsidiaries do not accept unsolicited resumes from individual recruiters or third-party agencies. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or HR team. No placement fees will be paid to any firm unless specifically invited on the search by the MCGC Talent Acquisition team and such candidate was submitted to the MCGC Talent Acquisition Team via our Applicant Tracking System.** EEO Statement Mitsubishi Chemical Corporation values diversity in the workplace, is committed to a policy of equal employment opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other legally recognized protected basis under applicable law. Applicants with disabilities may be entitled to a reasonable accommodation under the Americans with Disabilities Act and/or other applicable laws. If you require accommodation due to a disability at any time during the recruitment and/or assessment process, please contact Talent Acquisition.
    $95k-140k yearly 14d ago
  • Dealer Account Manager

    Hankey Group External

    Relationship Manager Job In Billings, MT

    WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our business model. This leads to cementing us as a leader in the automotive lending industry. Westlake continues to grow its market share within the Auto Industry with assets in excess of 18B. We have business relationships in all 50 states, including Puerto Rico. We are looking to acquire talented individuals as we expand our market share. Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 43,000 dealer partners throughout North America. Our Dealer Account Managers are individuals with the vision and dedication to provide world-class customer service to our dealer partners through training and prospecting for business opportunities. This is a challenging, dynamic field position with high earnings potential and opportunities for career advancement. The Dealer Account Manager position offers a highly incentivized performance-based compensation package. A motivated and driven individual can earn up to and beyond a six-figure income. We invite you to learn more about the position, please visit ******************************************************* Job Description Dealer Account Manager Remote - on the road Our Dealer Account Managers are individuals with the vision and dedication needed to assist our current and future dealer partner sell more cars and trucks by financing more customers. Our Dealer Account Manager is a challenging and dynamic position with opportunity for advancement. As a Dealer Account Manager with Westlake Financial, you will be educating and training our current Dealer partners in the assigned area, along with acquiring new source and contacts. You will manage and consult in all sales activities and account development for those dealers within the area assigned. You will also manage quality and consistency of product and service delivery. Being in a fast-paced environment, this role requires a consultative sales and management approach. Each Dealer Account Manager will manage their own dealer base to understand the Westlake Program so they can grow and succeed This is a full-time position including full-time benefits. We are looking for highly motivated, highly dedicated candidates who are comfortable working in a field environment and traveling in a local market. What is it like being part of the Westlake Team? New Hire training is provided to ensure your success in your new role. This training will prepare and provide you with proper knowledge and skills to perform the role successfully. You will be part of a positive environment and supportive team where you will be encouraged to raise questions, promote ideas to yield good results. We are a well-established and constantly growing auto finance company; we believe in PEOPLE with the PURPOSE and PASSION. What will you do as our Dealer Account Manger? Prepare presentations and proposals to communicate company products and services to all levels of management within Independent and Franchise Dealerships Identify sales prospects and contact these and other accounts assigned to you Follow-up on new leads and referrals resulting from field activity in both independent and franchise dealers Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities Constant and effective communication via phone and in-person visits with dealer partners to train on current programs and fast funding requirements Provide solutions, rehash and restructure vehicle loans for approval in a profitable manner for Westlake and the Dealership Partners Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial Develop, maintain and understand sales materials and keep up to date on current financial product knowledge Participate in marketing events such as seminars, trade shows, and telemarketing events for independent and franchise dealers Qualifications Qualities we look for in our Dealer Account Manger? Demonstrated experience in Automotive, Finance and Sales (required) 1-2 year's previous experience in a Sales role with a proven track record of success College degree (preferred or equivalent work experience) Presentation skills (from initial creation to delivery) Strong Interpersonal and communication skills Knowledge of advertising and sales promotion techniques Strong computer skills and adaptability to new technology Goal oriented with a desire for improvement and advancement  Able to communicate and work amicably with diverse teams Knowledge/Experience with the use of DealerTrack, Routeone, or CUDL (beneficial) Previous Outside Sales Experience, (preferred) Significant local travel to current and potential clients. This requires the possession of a valid state driver's license Benefits What is our pay plan? Self-determined, performance-based compensation package First year guaranteed minimum income starting at $5,000 monthly + performance-based commissions, thereafter, monthly base of $1,000, plus performance based commissions Average rep earnings after 1 year - $160,000.00 Average earnings of the top 25% reps - $245,00.00 Average earnings of the top 50 reps - $305,000.00 Monthly vehicle mileage reimbursement program average of $450.00 monthly No limit on commissions What do we offer? Full Time Benefits: Medical, Dental, and Vision benefits Life Insurance and Long-term disability plans Flexible Spending Account 401K matching Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching Wellness Programs Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only) Career Path Opportunities Discounts on Parks, Museums, Movie Tickets, and Attractions Annual Flu Shot Paid Vacations Days Paid Sick days Paid holidays HGym (available in our Los Angeles, CA & Dallas,TX office) Rental Car Discounts, Dell Member Purchase Program UKG Wallet ACKNOWLEDGMENTS We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. We are an equal opportunity employer and do not unlawfully discriminate in employment. No question on this application is used for the purpose of limiting or excluding any applicant from consideration for employment on a basis prohibited by local, state, or federal law. Equal access to employment, services, and programs is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the organization.
    $43k-72k yearly est. 60d+ ago
  • Account Manager

    Fishers Technology 3.5company rating

    Relationship Manager Job In Butte-Silver Bow, MT

    Fisher's Technology Fishers mission is to make our customers extremely happy through technology offerings and services that maximize business efficiency and performance. And we do all that while having a great time and loving our work. Fisher's Technology has been selected as one of the Best Places to Work in Idaho for the last fifteen years. Fishers is a leading technology provider in Idaho, Montana, Utah, & Washington to help businesses perform at the top of their game. We manage IT environments (servers, cloud environments, network equipment, computers, mobile devices, applications, Cloud, VoIP, and internet services), sell and service office equipment (from Canon, Konica Minolta, HP, OCE and many others), and streamline business operations with electronic document management and related software solutions. Learn more at
    $33k-41k yearly est. 60d+ ago
  • Account Manager

    Consolidated Electrical Distributors

    Relationship Manager Job In Kalispell, MT

    We are looking for an Account/Project Manager to own multiple customers' books of business, ensure customer satisfaction, and provide sales support. The ideal candidate is customer-obsessed, organized, and has the ability to be both detail-oriented and work with a sense of urgency. Someone who is proactive, shows initiative, and is excited to be empowered and included in business goals/plans will have ample opportunity for growth within the organization. Reports to: Branch Manager Minimum Qualifications: + Previous customer service and/or administrative experience is required (1+ years strongly preferred)- retail, hospitality, restaurant, etc. preferred, but office experience will be considered as well + Computer proficiency is required + Demonstrated ability to provide high level of customer service and handle multiple priorities at once is essential ADDITIONAL PROFICIENCIES + Must have stellar multitasking and prioritizing ability, as well as a strong sense of urgency + Must have stellar communication skills, both written and verbal + Must be organized, possess strong problem-solving skills + Must show initiative, self-motivation, perseverance Preferred Qualifications: + Bachelor's degree in related field + OR 2 years industry experience Working Conditions: Conditions vary and will include warehouse, office and external environments. Activities will include lifting, sorting, standing, possible extreme heat/cold conditions. Office work may include sitting for extended periods. May include some travel - both by car and by air. Supervisory Responsibilities: Yes Essential Job Functions: + Proactive customer account management: Account/Project Manager will be assigned specific customer accounts and will be accountable for those customers having a consistently positive experience with Company every day. + Write up customer orders, engage in pricing and availability discussions. + Create processes and strategies to help customers stay organized and informed, and to make it easy for the customers to provide forecasting for their upcoming needs. + Engage in ongoing learning and training in electrical products to give customers advice on products and product alternatives. + Provide insight into purchasing decisions for the Company team based on conversations with customers and a well-established customer relationship. + Provide customer service to walk-in retail customers; handling cash/credit sales transactions. + Telephone sales support - answer customer questions, take orders, give directions, route calls, take messages. + Prepare/pick sales orders in support of the warehouse team. + Give input on marketing, events and broader customer communications; update lobby displays and stock literature in showroom. + Other duties as assigned CED is an Equal Opportunity Employer - Disability | Veteran Other Compensation: The following additional compensation may be applicable for this position: + Profit Sharing Benefits: Benefits available for this position are: + Insurance - Medical, Dental, Vision Care for full-time positions + Disability Insurance + Life Insurance + 401(k) + Paid Sick Leave + Paid Holidays + Paid Vacation + Health Savings Account (HSA) and matching + Teledoc + Paid Pregnancy & New Parent Leave
    $44k-76k yearly est. 14d ago
  • Client Experience Manager

    Tyler Technologies 4.3company rating

    Relationship Manager Job In Billings, MT

    The Client Experience Manager is responsible for proactive relationship management with an assigned client base of school districts, ensuring continuous improvement goals are met, critical issues are addressed, and exceptional service is delivered throughout the client lifecycle. The ideal candidate is a driven professional with a proactive, positive "get it done" attitude and a diverse mix of skills in communication, account management, analytics, project management, process improvement, and customer service. Experience working with school districts or educational organizations is highly preferred. Responsibilities * Proactively communicate and collaborate with assigned school district clients to understand and analyze their needs, current statuses, and any ongoing challenges, ensuring alignment with their operational and strategic goals. * Coordinate cross-functional resources (Support, Sales, Development, Product, Implementation) to efficiently resolve client issues and support district-specific needs. * Demonstrate agility in decision-making, incorporating new information quickly and keeping relevant stakeholders informed of rapidly occurring developments. * Conduct regular check-ins (weekly, bi-weekly, or monthly based on client needs) to address concerns, provide updates, and drive issue resolution. * Collaborate with internal teams to ensure seamless communication and coordination before, during, and after client visits and user group meetings, with a focus on the educational environment. * Manage post-visit activities, including documentation and follow-ups, ensuring school districts receive timely and relevant support. * Maintain accurate records and reports for expenses, client attendance, and other relevant metrics. * Simultaneously engage in multiple initiatives, prioritizing tasks to best serve the needs of school district clients. * Align with Product Owners and meet regularly to stay informed on product roadmaps, with an emphasis on features that benefit educational institutions. * Document and advise clients on operational best practices tailored to the unique requirements of school districts. * Perform other client success tasks as needed to support the overall success of the department. * Represent Tyler Technologies positively, both internally and within the educational communities served. Qualifications * BS/BA degree in a related field or equivalent experience. 2-4 years of customer service/success experience, ideally with school districts, educational institutions, or ERP systems for schools. * Up to 20% travel, primarily to school district sites and educational events. * An entrepreneurial spirit and a proactive, solutions-oriented mindset. * Excellent planning and organizational skills, with strong follow-through to ensure task completion. * Proven problem-solving abilities and composure in high-pressure situations, particularly within the educational sector. * Self-motivated and capable of working independently or as part of a team. * Outstanding interpersonal skills, including verbal and written communication, teamwork, and customer service. * Proficiency in Microsoft Word, Excel, and PowerPoint. * Ability to assess the urgency of client issues and prioritize accordingly, considering the specific needs of school districts. * Maintain composure under pressure while working effectively both independently and collaboratively.
    $92k-115k yearly est. 26d ago

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