Client Relationship Examples Jobs in Usa

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

Assists, educates, and trains clients on conducting simple transactions through self-service technologies

Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment

In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months

Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client

Collaborates effectively to get things done, building and nurturing strong relationships

Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives

Confident in identifying solutions for helping new and existing clients based on their needs

Strong written and verbal communications skills

Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)

Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances

Applies strong critical thinking and problem-solving skills to meet clients' needs

Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously

Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)

Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

Associate's Degree or Bachelor's Degree in business, finance or a related field

Experience working in a financial center where goals were met or exceeded

Retail and/or sales experience in a salary plus incentive environment

Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded

Experience with financial information, spreadsheets and financial skills

Knowledge of banking products and services

Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

ProSidian Consulting seeks a Management and Operations Consulting Senior Manager to lead and support design, development and delivery of client solutions for the Firm's Consulting Practice. The Senior Manager plays an integral role in successfully designing, planning and executing client engagements and building the firm's reputation for quality service. This includes researching, pursuing, and documenting possible business opportunities; supporting and managing our proposal development process; managing client relationships and deliverables; and developing teams while communicating with appropriate stakeholders.

The Senior Manager is responsible for business development, client engagement management, thought leadership, market presence, and team-building/leadership of Management Consultants. ProSidian's business development initiatives include but are not limited to proposal writing, responding to requests for information/sources sought, client presentations and capabilities briefings, attending industry and client conferences and general meetings, and creating awareness of the firm.

This position will identify solutions to important client challenges/opportunities, produce results for engagement team deliverables and internal firm initiatives, drive change and impact client outcomes. The Senior Manager provides oversight and management of professional consultants to insure consistent, high quality service delivery in a cost effective manner for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

Although daily activities may change and evolve, the following represents initial primary areas of activity: 15% Internal Operations Focus, 45% Business Dev Initiatives, 45% Client Service. Other responsibilities include, but are not limited to, working with other consultant practices and company business units, interfacing with contract On-Demand resources, and working with other Engagement Team Members (new employees, fellows, contractors, and collaborating partners) to develop or support business opportunities.

Industry Focus: Strategically diversified services offered by ProSidian Consulting for Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.

Business Development:

• Actively participate in business development activities, by coordinating and/or leading proposal or engagement teams while creating strong working relationships with clients.
• Develop a sales strategy that identifies targeted accounts, account planning, consulting service product packaging, proposal development, proposal delivery, and processes for closing the deal.
• Implement a strategic sales action plan which clearly demonstrates target goals and sales success and manage practice action plans to grow sales, create new service offerings and offer thought leadership to find solutions to important client challenges.
• Provide leadership to ensure consistent, high quality and cost effective service delivery.
• Responsible for conducting follow-up calls and visits as required for maximizing a strong close ratio.
• Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process
• Work with business development teams to close new sales opportunities.
• Any other Business Development responsibilities as required

Client Engagement Management:

• Build, develop and maintain long-term relationships with clients at the C-Suite level.
• Conduct quantitative and qualitative analysis, including financial or business modeling, and coordinate and execute research, data collection, and analysis
• Create a services mix that demonstrates a high-level of professionalism and a clear understanding of a client's unique business needs.
• Develop and offer services that reflect an understanding of a client's unique business needs and offer client market specific solutions that are measurable.
• Develop, Implement and present solutions and recommendations
• Engagements will address a wide range of strategy and business issues that may include strategy sessions, strategic planning, and evaluation strategic client initiatives.
• Structuring and performing analysis, and conducting primary research, to uncover the insights that support our recommendations to clients
• Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process
• Any other Client Engagement Management responsibilities as required

Thought Leadership:

• Assist the firm in efforts to strengthen market presence such as bylining articles, speaking at key conferences, and publishing.
• Be an active participant within a team that provides thought leadership, project support artifacts and analytical concepts for use within the practice.
• Presenting at team and client meetings, and determining the most practical way to drive lasting results based on your insights
• Provide thought leadership to deepen and expand the firm's product offerings and client solutions.
• Researching and creating Frameworks to deliver solutions that solve problems and enhance client operations
• Support and contribute to the development of intellectual capital for the firm.
• Any other Thought Leadership responsibilities as required

Personnel Management:

• Consultants will include a mix of independent contractors as well as employed subject matter experts as business needs dictate.
• Develop, coach and recruit talented consulting team members.
• Lead engagement teams on complex projects and develop junior team members
• Responsible for contributing to employee performance appraisals or annual contract employee reviews.
• Responsible for project management oversight, supervision, and leadership and building a team of consultants who deliver quality projects in consulting area.
• Any other Personnel Management responsibilities as required

Collaboration and Team Building:

• Assume ownership of projects while simultaneously leading a team.
• Comfortable reporting and working in a matrix organization.
• Delegate or accept delegation to promote client engagement opportunities and/or client relationships.
• Performs other duties as assigned.
• Supporting and leading business development initiatives and proposal writing
• Taking on stimulating challenges including corporate and business unit strategy, regulatory compliance initiatives; business process reviews, assessments, and improvement initiatives; organizational effectiveness and optimization, and training and talent management initiatives.
• Any other Collaboration and Team Building responsibilities as required

Senior Managers generally have a BA or equivalent qualification, an MBA or equivalent degree, and 10-15 years' experience including managing large global projects with at least 50% in Management and Operations Consulting. These professionals perform roles of solution and technical architects for new business development while also responding to new and current client needs, providing oversight on engagement operations, and managing client relationships.

Lead and pilot on engagement pursuits. Engagement manager; manager of day-to-day client relationship; aligned to industry or functional domain. Your skills & behaviors that demonstrate success include all activities from previous levels (Level 1, Level 2, Level 3, & Level 4). There are three stages to Senior Managers at Level 4 (Senior Manager 4.1, Senior Manager 4.2, & Senior Manager 4.3)

A successful Senior Manager level professional at ProSidian is able to oversee multiple engagements and multitask on internal operations and engagement requirements deliverable service quality. The Senior Manager level professionals that excel are comfortable in a small, dynamic, yet growing environment where Management and Operations Consulting entails multiple types of engagements and activities focused nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

• Teamwork ability to foster teamwork collaboratively as a participant, and effectively as a team leader
• Leadership ability to guide and lead colleagues on projects and initiatives
• Business Acumen understanding and insight into how organizations perform, including business processes, data, systems, and people
• Communication ability to effectively communicate to stakeholders of all levels orally and in writing
• Motivation persistent in pursuit of quality and optimal client and company solutions
• Agility ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
• Judgment exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
• Organization ability to manage projects and activity, and prioritize tasks

• Business Tools understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
• Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors

Job ID: 410475

Practice area:- Estate & Tax Planning

Estate & Tax Planning Associate Attorney (2–5 Years Experience) – Partner-Track Law Firm | Sudbury, Massachusetts

Keywords:- Estate & Tax Planning Attorney, Estate Planning Associate Attorney, Trust and Estates Attorney, Estate Planning Lawyer, Probate and Estate Planning Attorney, Sudbury legal jobs, Massachusetts attorney jobs, MA Bar required, Law firm estate planning associate, Partner-track position,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A respected and growing law firm is seeking an Estate & Tax Planning Associate Attorney (2–5 years experience) to join its client-focused estate planning practice in Sudbury, Massachusetts. This Estate & Tax Planning Attorney opportunity offers the chance to work closely with families and individuals to design comprehensive wealth transfer strategies while building long-term client relationships.

This partner-track position provides hands-on exposure to estate planning matters, including drafting sophisticated estate planning instruments and advising clients on complex family and tax considerations. Attorneys in this role benefit from a collaborative environment that values mentorship, community engagement, and long-term professional development.

Professionals seeking Sudbury legal jobs with meaningful client interaction and strategic planning responsibilities will find this Estate & Tax Planning Attorney role both rewarding and growth-oriented. This opportunity is actively interviewing candidates.

________________________________________

Key Responsibilities

• Lead initial consultations with clients to understand family goals, assets, and estate planning priorities.

• Design customized estate plans, including drafting wills, trusts, and related estate planning documents.

• Provide clear guidance to clients on estate, tax, and probate considerations.

• Serve as a trusted advisor throughout the estate planning process.

• Review completed plans with clients to ensure clarity and full understanding of legal strategies.

• Collaborate with paralegals and administrative staff to prepare estate planning documents efficiently.

• Manage estate planning matters from consultation through execution and completion.

• Oversee signing ceremonies to ensure proper execution of legal documents.

• Maintain accurate client files and communication records.

• Build relationships with referral partners and community contacts.

• Participate in firm meetings and community outreach initiatives.

• Conduct legal research to remain current on estate planning and tax law developments.

• Provide status updates to the managing attorney on ongoing matters.

• Contribute ideas and improvements to enhance estate planning workflows and client service.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• Active Massachusetts Bar required or eligibility for admission.

• 2–5 years of experience practicing as an Estate & Tax Planning Attorney or estate planning associate.

• Experience drafting wills, trusts, and related estate planning documents.

• Knowledge of probate and estate administration principles.

• Strong written and verbal communication skills.

• Ability to explain complex legal strategies clearly to clients.

• Strong interpersonal and relationship-building skills.

________________________________________

Education

• Juris Doctor (JD) from an accredited law school.

________________________________________

Certifications

• Active admission to the state bar.

________________________________________

Skills

• Ability to build strong rapport with clients and referral partners.

• Strong listening and analytical questioning skills.

• Ability to explain complex estate planning strategies in accessible terms.

• Confidence in direct client interaction.

• Ability to thrive in a small, collaborative, fast-paced legal environment.

• Professional, client-focused, and relationship-driven demeanor.

________________________________________

Culture & Firm Appeal

This opportunity is with a respected law firm known for providing personalized estate planning services to individuals and families. The firm emphasizes strong client relationships, community involvement, and thoughtful legal strategies that protect generational wealth.

Attorneys benefit from a collaborative environment with meaningful mentorship and the opportunity to develop deep client relationships. The practice is known for balancing sophisticated legal work with a supportive culture that values both professional growth and client impact.

For professionals searching for Sudbury legal jobs, this role offers the chance to work closely with clients while developing expertise in estate planning strategies. This Estate & Tax Planning Attorney role also provides the potential for long-term advancement within the practice.

________________________________________

Why This Role Is Unique

• Direct client interaction and meaningful advisory work.

• Opportunity to manage estate planning matters from consultation through execution.

• Strong mentorship and collaborative firm culture.

• Opportunity to build long-term relationships with clients and referral sources.

• Partner-track position with long-term growth potential.

• Ideal opportunity for attorneys seeking to expand their estate planning practice in a community-oriented environment.

This position rarely opens at this level and offers an excellent opportunity for attorneys seeking Estate & Tax Planning Attorney roles in Sudbury legal jobs.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

Location: Atlanta, GA (Hybrid / Client-Facing)

Company: ResourceTek, LLC

Reports To: Director of Operations & Business Development

About ResourceTek

ResourceTek is a specialized technical staffing firm providing engineering, IT, industrial maintenance, and professional talent to public-sector and industrial clients across the Southeast and beyond. As a long-standing partner to organizations such as the Georgia Department of Transportation (GDOT), ResourceTek delivers high-quality, relationship-driven staffing solutions that support complex, long-term programs.

As a subsidiary of a multidisciplinary engineering firm, we bring a consultative, program-focused approach to staffing—prioritizing quality, continuity, and client trust over transactional volume.

Position Overview

The Account Manager role is a full-desk position responsible for business development, client management, and recruiting support within the Atlanta and broader Georgia market. This individual will manage and grow established accounts while also developing new client relationships and supporting recruiting efforts to ensure successful delivery.

This role is ideal for someone who enjoys building long-term client partnerships, understands technical or professional staffing, and is comfortable balancing sales, account management, and recruiting responsibilities.

Key Responsibilities

Client Management & Account Growth

• Serve as the primary point of contact for assigned accounts, including GDOT and other public-sector or industrial clients
• Build strong relationships with client stakeholders, hiring managers, and program leadership
• Manage ongoing staffing needs, workforce planning, and performance expectations
• Identify opportunities to expand scope, add roles, or support additional programs within existing accounts
• Conduct regular client meetings, site visits, and check-ins to ensure satisfaction and alignment

Business Development

• Identify and pursue new client opportunities in the Atlanta and broader Georgia market
• Develop targeted outreach strategies focused on engineering, infrastructure, industrial, and technical staffing needs
• Collaborate with internal leadership on proposals, pricing, and contract support
• Represent ResourceTek professionally in client meetings, networking events, and industry engagements

Recruiting & Talent Delivery Support

• Partner closely with recruiters to define job requirements and staffing strategies
• Assist with candidate sourcing, screening, interviewing, and client presentation as needed
• Maintain candidate and consultant relationships to support retention and redeployment
• Ensure smooth onboarding and ongoing support for placed consultants

Operational & Administrative Support

• Support contract administration, compliance, and reporting requirements (including public-sector programs)
• Track activity, pipeline, and performance metrics
• Collaborate with internal teams to ensure consistent service delivery and margin discipline

Qualifications & Experience

• 3–7+ years of experience in technical staffing, professional services, or related B2B roles
• Experience in a full-desk or blended account management/recruiting role preferred
• Familiarity with public-sector, infrastructure, engineering, or industrial clients is a plus
• Strong relationship-building and communication skills
• Ability to manage multiple priorities in a client-facing, fast-paced environment
• Comfortable with business development, client meetings, and consultative selling
• Bachelor’s degree preferred

What We Offer

• Competitive base salary plus commission/incentive plan
• Opportunity to manage established, long-term client relationships (not a cold-call-only role)
• Supportive leadership and collaborative team environment
• Exposure to high-profile public-sector and industrial programs
• Long-term growth opportunities within a stable, relationship-focused organization

Why ResourceTek

At ResourceTek, Account Managers are trusted partners to both clients and consultants. We focus on quality, consistency, and long-term relationships, not transactional placements. This role offers the opportunity to build a meaningful book of business while working with respected clients and technical professionals.

About this role

The Onsite Manager is the primary client contact for our Adecco programs and the initial escalation point for any client questions and concerns. Through cooperation, ingenuity, and teamwork, the Onsite Manager is responsible for aligning themselves with our client’s business objectives and creating a collaborative partnership.

The Onsite Manager is fully accountable for the strategic, long-term evolution of the client program, including the overall direction and operational management of all business activities. Through the direction of daily recruitment/fulfillment activities, measurements against established KPIs, and the development of collaborative energies. The Onsite Manager will be integral in positioning their teams and programs for continued success.

What you’ll be doing

Grow & Retain Accounts

• Create and develop effective working relationships with key client contacts (e.g., HR, Operations) to foster business growth and understand each client's unique needs.
• Achieve and maintain high levels of client satisfaction – exhibited through client surveys and business reviews.
• Establishes and maintains a network of industry contacts through participation in professional/trade associations and other professional networking organizations.
• Prepare and present a monthly/quarterly business/performance review to the vertical Director and/or VP [QBR & QPR].
• Adopt and demonstrate the Group’s and client’s core values in the delivery of client-centric service.
• Responsible for retention of individual clients while maximizing fill rate, time to fill, and ensuring high NPS scores.
• Serve as a Brand Ambassador and participate in Thought Leadership activities that build Adecco’s reputation as the most admired workforce solutions partner.
• Ability to price and sell services (conversions, temporary and perm placement business).
• Builds and maintains knowledge of target industries, clients, roles, market share, and competition by communicating our value proposition.
• Continuously strive for innovation through enhanced processes, policies, and procedures – while meeting established KPIs and SLAs.
• Establish a plan to grow and retain existing accounts and newly developed clients.
• Compose reporting and interpret data and trends.
• Maintain general knowledge of the Adecco Group's service portfolio and be able to price and sell services (conversions, temporary and perm placement business).
• Obtain a clear understanding of the client’s business, staffing needs, culture, and program expectations.
• Serve as an escalation point for Client, Procurement, Operations, and HR Managers to discuss issues or requests involving the client program and associates.
• Ensure all agreed-upon client requirements (both operational and contractual) are completed and in line with agreed SLA targets.
• Ensure proper credit references are obtained, and client credit limits are established according to guidelines.
• Gain a complete understanding of the TOM and utilize it as a resource to strengthen the Adecco/client relationship.
• Partners with clients to define strategic objectives and hiring needs.

Job Requirements

A high school diploma or equivalent and 5+ years of relevant work experience. A minimum of two to five years of managerial/supervisory experience in the service provider industry is preferred. Must have a proven track record – measured by customer satisfaction service levels, increased responsibilities, and successful working relationships with colleagues and management. Successful track record of increased customer service levels and satisfaction, enhanced scope of responsibilities, and working relationships with colleagues/management.

• Effective written and verbal communication skills – both in a one-on-one and group setting.
• Ability to build and maintain strong client relationships and networks.
• Ability to successfully manage a recruitment team in a fast-paced environment.
• Excellent organizational, prioritization, and multi-tasking skills.
• Adept at establishing and managing KPIs and SLAs.
• Demonstrated ability to build and maintain strong client relationships and networks.
• In-depth knowledge of current recruiting practices compliant with federal and state laws and Company policies.
• Proficiency in MS Office (Word, Excel & PowerPoint) and ability to learn new software are required.
• Ability to develop and implement policies, procedures, goals, and objectives.
• Ability to strategically plan and serve as a catalyst for organizational change, cultivate a shared vision with others and motivate them to transfer vision into action.

Why choose us?

It’s an exciting time to be part of our team. We’re proud to be a global thought-leader and care about doing the best job we can to ensure better futures for everyone. We do this by building our strategy as a united team of 30,000+ colleagues with a collective spirit working in over 60 countries globally.

You’ll have the opportunity to grow across a variety of interesting jobs and careers over our extensive portfolio of global brands. We empower our colleagues to work in the smartest, most efficient ways to achieve total balance between the demands of their jobs and their lives. That’s why we give you the autonomy and support you need to work in the way that makes you most productive, agile, confident, and insightful.

Putting people first, pioneering with a collective spirit and always advancing with a growth mindset -that’s what we stand for at the Adecco Group. Here, we are all individuals with a unique perspective on the world we live in. That’s what makes us stronger. Whoever you are and whatever your background, you can be yourself. So, we aim to build on the attributes that make you, you. We offer a range of world-class resources for upskilling and development, satisfying your curiosity while the sharing skills, knowledge, and expertise to grow together.

Make an impact where it matters most.

A journey to bring out the best in you

We believe that having an understanding of the hiring process helps you to prepare, feel, and be, at your best. As a global, multi brand organization with multiple different roles, our application process can vary.

On our career site, you will find some of the key steps you can expect to guide you along the way.

As one of the world’s largest employers we believe in talent, not labels, and focus on the diverse and unique skills our people bring. We have zero tolerance for any unlawful discrimination or harassment, against any employee, associate, or candidate, at any stage of that person’s journey with us. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued. Our commitment to equity, equal opportunity, inclusion, and diversity is part of our broader commitment to respecting fundamental human rights across our value chain. The Adecco Group is proud to be an Equal Opportunity Employer.

The anticipated annual base salary range for this position is $71,699 - $89,624. Compensation varies based on a variety of factors including, but not limited to, experience, education, key skills, and geographic location. In addition to base salary, the position is also eligible for incentive compensation based on achievements outlined in the compensation plan.

Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Available paid leave includes Personal Time Off (PTO) on an accrual basis up to 152 hours a year, 10 Paid Holidays, 1 Community Service Day, and up to 6 weeks of Paid Parental Leave. PTO and holiday hours are prorated based on hire date within the calendar year.

Equal Opportunity Employer/Veterans/Disabled

The Company will consider for employment qualified applicants with arrest and conviction records

• Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations).
• Drive Adoption: Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm's operating rhythm. Success means AUM managed on Vise grows consistently.
• Own Relationships: Be the primary point of contact for named enterprise accounts-building trust, anticipating needs, and making sure advisors and home office stakeholders are set up for long-term success.
• Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements.
• Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams-ensuring a smooth transition and successful launch.
• Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies.
• Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale.

• 3+ years of experience in account management, relationship management, or client success in a B2B SaaS, fintech, or wealth management environment
• Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
• Knowledge of investment products and strategies commonly used by financial advisors
• Proven track record of driving adoption, increasing product usage, and growing client relationships
• A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
• Comfort managing enterprise clients with complex organizational structures and high expectations
• Strong communication and relationship-building skills-both with advisors and internal stakeholders
• Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
• Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
• Experience with Salesforce and comfort analyzing account data to inform strategy

• Opportunity to make a significant impact at a hyper-growth fintech start-up
• Competitive salary and equity
• Unlimited PTO and great benefits, including $1 medical insurance
• 401k plan with generous matching and self-directed brokerage account option
• Access to investment management and free financial advice from one of our partner RIA firms
• Paid lunches at our NYC office
• Career growth and development opportunities

Job Title: Practice Consultant

Location: Woodland Hills, CA (Onsite – Full Time)

Compensation: $35 to $45 per hour

Position Overview

We are seeking a dynamic and relationship-driven Practice Consultant with experience in the U.S. legal industry to join our team in Woodland Hills, CA. This role is ideal for someone with a background in legal services, law firms, or legal technology who also possesses strong sales acumen and exceptional interpersonal skills.

The Practice Consultant will be responsible for managing and growing a portfolio of clients, ensuring long-term client satisfaction, retention, and expansion of services. The ideal candidate excels at building trusted relationships, communicating effectively with legal professionals, and identifying opportunities to strengthen client partnerships.

Key Responsibilities

• Manage and maintain a portfolio of legal industry clients, serving as the primary relationship contact.
• Develop strong, long-term relationships with clients to ensure high satisfaction, retention, and engagement.
• Identify opportunities to grow and expand client accounts through additional services, solutions, or strategic guidance.
• Conduct regular check-ins, meetings, and consultations with clients to understand their needs and provide tailored recommendations.
• Act as a trusted advisor to law firms and legal professionals, leveraging knowledge of the legal industry.
• Collaborate with internal teams to ensure smooth onboarding, service delivery, and issue resolution.
• Maintain accurate records of client interactions, opportunities, and portfolio performance.
• Proactively address concerns and resolve issues to maintain strong client relationships.
• Meet or exceed portfolio growth and retention goals.

Qualifications

• Previous experience working in the U.S. legal industry (law firm, legal services, legal technology, or related field).
• You must have a sense of urgency, this is not a laid back roll.
• Strong sales, client development, or account management experience.
• Exceptional relationship management and interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to build trust and credibility with legal professionals.
• Strong organizational skills and ability to manage multiple client relationships simultaneously.
• Proactive, results-oriented, and highly professional.

Preferred Qualifications

• Experience in client success, account management, or consulting roles within the legal sector.
• Proven track record of client retention and portfolio growth.

Work Environment

• Full-time onsite position located in Woodland Hills, California.
• Collaborative, professional environment focused on delivering high-quality service to clients in the legal industry.
• Occasional travel to visit clients in-person is required

Compensation

• Hourly wage: $35 to $45 per hour, depending on experience and qualifications.
• Medical benefits
• 401K

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

This position will be located in Chicago, IL with a hybrid schedule to our downtown Chicago's office Tuesday through Thursday and work from home Monday and Friday.

What We Need:

We are looking for a Program Manager who will play a vital role in our customers' success, embody excellent customer service, and set the bar in relationship management and strategic program design. This role sits at the heart of our relationship with customers, managing the daily interactions that result in trust and true partnership, and delivering business value through our suite of products and services.

At the highest level, the Program Manager uses technology to solve business challenges, leads the implementation of solutions and programs that deliver business value, advocates for customers' success, and evangelizes our products and services.

As a Program Manager with Forsta, you will;

• Immerse yourself in the client's business - understand their unique challenges, business and program objectives, and success measures
• Collaborate with clients, partners, and cross-functional teams to gather requirements, prepare budgets, develop project plans, and manage the delivery process
• Own delivery process, ensuring accurate, on time, profitable delivery of solutions and programs that delight clients and lead to growth over time
• Provide a single point of contact for clients, team members, and partners throughout delivery
• Champion our products - leverage the latest Forsta tools, features, and functionality to meet customers' needs
• Build deep client relationships to support customer success and account growth
• Inform clients, commercial leads, and management of progress, risks, and growth opportunities
• Advocate for clients internally with regard to product ease of use, user experience and design, new features and functionality to bring the voice of the customer to Product and R&D

Responsibilities:

• Present information clearly and confidently to clients and stakeholders within and outside the organization
• Demonstrate competence and confidence with the full VOC/E product and services suite, including those available through our partner networks
• Ability to think creatively about solving client issues or concerns to improve program outcomes, and deliver value; works effectively with varying degrees of ambiguity
• Effectively troubleshoot basic technical issues and translates technical jargon to business language for client contacts
• Provide guidance and best practice for use of the platform to achieve program objectives over time
• Identify potential risks and opportunities within assigned accounts to support retention and growth
• Implement projects on existing client accounts and lead new client implementations on small, mid-market, and large accounts
• Play an active, visible role in account planning on assigned book of business; support design, development, planning, and execution of strategic roadmaps for clients
• Support RFPs and other pre-sales activities as part of new client acquisition under the direction of Principal PM or Director
• Lead internal initiatives designed to improve the customer experience with Professional Services or the products and services we offer
• Participate in the training and onboarding of new/junior team members on assigned work

Qualifications:

• 3 to 5+ Years' of Market Research project management experience.
• Previous experience working with Forsta Plus or Decipher is a plus
• Professional demeanor, excellent written, and oral communication skills
• Demonstrated track record of success in outstanding customer service
• Capable of developing/maintaining long-term business partnerships with clients
• Ability to multi-task and effectively manage all responsibilities attached

Education:

Bachelor's degree is required.

About You:
You are a highly motivated individual that works well in a team environment yet can work autonomously and take individual initiative. You have exceptional time management and multi-tasking skills. You are detail-oriented and well organized. You are results oriented - a driver of projects, gets things done, with a "can-do" attitude.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey 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.

The expected base salary for this position ranges from $80,000to $95,000. 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. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.

Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.

Our offices have onsite fully equipped state of the art gyms for employees at zero cost.

Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.

We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.

Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.

Granite was recently named One of Forbes Best Employers for Diversity.

Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.

If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.

EOE/M/F/Vets/Disabled

General Summary of Position:

The SLED Account Executive is responsible for managing a dedicated portfolio of SLED (State, Local, Education) accounts. This role emphasizes proactive account management, quarterly reviews, and strategic engagement with existing SLED clients to increase revenue through upselling. The ideal candidate will leverage in-depth product knowledge, client insights, and executive-level engagement to deepen relationships, understand clients' challenges, and grow accounts.

Key Responsibilities:

• 
  
• Account Management: Serve as the primary contact for assigned accounts, providing support, insights, and solutions tailored to each client's unique needs.
  
• Quarterly Account Reviews: Conduct in-depth, quarterly reviews with each assigned account to assess satisfaction, address needs, and explore new opportunities.
  
• Revenue Growth and Upselling: This is a quota-carrying role, with a focus on upselling our products exclusively to the existing client base. You'll work toward revenue and commission targets by identifying upsell opportunities and presenting tailored solutions to clients.
  
• Executive-Level Engagement: Build relationships at the executive level to understand clients' strategic goals and align Granite's products to meet those objectives effectively.
  
• Product Expertise: Develop in-depth knowledge of Granite's full range of products to position and sell the best solutions for each client.
  
• Client Communication: Maintain consistent and proactive communication with clients to foster trust, offer assistance, and stay updated on any evolving needs or challenges.
  
• Strategic Account Planning: Create account plans to manage client growth, upsell potential, and identify areas for strengthening the client relationship.
  

Qualifications:

• 
  
• Bachelor's degree in business, Marketing, Communications, or a related field preferred.
  
• 3 plus years of experience in account management, sales, or client relationship roles, ideally with a focus on upselling or quota-based growth.
  
• Proven ability to build and maintain executive-level relationships.
  
• Strong organizational skills and ability to manage a high volume of accounts.
  
• Exceptional communication and interpersonal skills.
  
• Ability to understand client business challenges and position solutions effectively.
  
• Experience with CRM tools (e.g., Salesforce) and proficiency in Microsoft Office Suite.
  
• Flexibility for occasional travel, if necessary
  

#LI-MS1

THE OPPORTUNITY

At Hirschfeld —We’re Built Different. We focus on creating authentic connections that transform ideas into lasting partnerships. It’s not just about delivering experiences; it’s about building relationships that truly matter. We’re not just looking for employees; we’re seeking individuals who want to grow with us, contribute to meaningful work, and craft something extraordinary together.

As an Account Manager, you'll execute client initiatives within agency standards, budgets, and timelines. You'll collaborate with the Client Services Leadership Team on tactical account aspects and contribute to strategic development. Acting as the liaison between the Agency and the Client, you'll represent their needs to ensure exceptional results and exceed expectations.

THE COMPANY

Powered by 70 dedicated professionals, Hirschfeld is committed to the mission of creating Awe Inspiring Moments. Hirschfeld orchestrates over 3,000 events annually for clients like Anheuser-Busch, Monster, Unilever, and NASCAR. Since 2004, the company has built comprehensive capabilities spanning strategy, creative design, fabrication, logistics, sponsorship consulting, hospitality, and event management. We are a powerhouse in transforming challenges into innovative solutions for businesses and brands.

RESPONSIBILITIES

• Serve as the primary point of contact for clients and vendors, managing relationships and expectations
• Develop and maintain strong client relationships, ensuring clear communication and smooth execution across all stakeholders (clients, vendors, properties, etc.)
• Oversee and support client event activations, including on-site presence, product sampling, talent coordination, and hospitality management
• Develop and execute event marketing initiatives, including customized programs, promotions, and activations
• Manage and track program and event budgets, ensuring financial accountability, forecasting costs, and reconciling post-event expenses
• Prepare post-event reports, budget reconciliations, and client status updates
• Develop a strong understanding of the client’s business, brand, and competitive landscape.
• Assist with vendor contract negotiations, budget planning, and ensure deliverables meet contractual obligations
• Provide strategic input to optimize client programs, resolve challenges, and support new business development or client renewal efforts
• Project manage custom asset design, fabrication, and delivery, working closely with the creative and fabrication teams to ensure quality and budget alignment

QUALIFICATIONS

• Four or more years of relevant professional experience, preferably in an experiential or event agency setting, with a background in client management
• Strong verbal and written communication skills, with a professional demeanor and confidence in client interactions
• Ability to think strategically and creatively, effectively communicating insights and recommendations
• Strong problem-solving skills, with the ability to work independently and collaboratively
• Excellent time management, project management, organizational, and budget management skills
• Demonstrated ability to foster strong relationships with clients, internal teams, vendors, and event partners to ensure seamless collaboration
• Ability to travel up to 30% of the year and work flexible hours, including weekends and holidays as needed
• Experience with event production and mobile tours
• Demonstrated ability to foster strong relationships with clients, internal teams, vendors, and event partners to ensure seamless collaboration
• Proficiency in Microsoft Office and/or Google Suite