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About ConnectUs
ConnectUs is a leader in Managed Mobility Services, helping organizations simplify mobile device management at scale. From procurement and kitting to deployment, MDM configuration, and full lifecycle support, we take the complexity out of mobility so our customers can focus on growth. Since 2014, ConnectUs has deployed over 3 million devices and helped clients save more than $1 Billion by reducing friction, improving uptime, and enabling connected workforces.
Role Overview
The Account Manager – Customer Growth & Retention plays a dual role:
- Manage and grow assigned active accounts to ensure long-term satisfaction and continuous value.
- Proactively re-engage existing customers who have not purchased in 60+ days, identifying new opportunities to provide value through device lifecycle services, accessories, MDM, and support solutions.
This role is ideal for someone who thrives in both relationship management and outbound customer engagement. You will be responsible for deepening customer partnerships, uncovering new needs, and driving incremental revenue through upselling and cross-selling.
Key Responsibilities Account Management & Customer Success
- Serve as the primary point of contact for assigned customers following initial onboarding.
- Build trusted relationships with client stakeholders and ensure ConnectUs continues to meet or exceed expectations.
- Conduct quarterly business reviews (QBRs) and regular check-ins to align solutions with evolving client goals.
- Monitor service performance, SLAs, and client satisfaction to ensure continued success.
Account Growth & Upselling
- Identify new revenue opportunities within existing accounts, including MDM services, accessories, buyback programs, and enhanced lifecycle support.
- Collaborate with internal sales and operations teams to prepare quotes, renewals, and proposals.
- Track upsell and cross-sell performance metrics and report on monthly growth outcomes.
- Support annual planning, budget cycles, and device refresh discussions to position ConnectUs for continued expansion within each client.
Dormant Account Re-Engagement
- Maintain a proactive outreach list of 10–20 existing customers who have not purchased within 60+ days.
- Conduct personalized outreach to re-engage these customers, share relevant service updates, and present new offerings.
- Identify reasons for inactivity and propose tailored solutions that address current pain points or budget considerations.
- Document all interactions and next steps in CRM (Copper/HubSpot) for visibility and accountability.
Service Delivery & Issue Resolution
- Oversee the performance of ConnectUs services across fulfillment, help desk, and repair workflows.
- Act as a client advocate and escalation point, ensuring issues are resolved promptly with cross-functional support.
- Coordinate with internal teams to ensure accuracy in asset tracking, device lifecycle management, and reporting.
Reporting & Insights
- Provide regular reports on account activity, growth opportunities, and re-engagement progress.
- Analyze trends in order volume, service usage, and renewal likelihood to inform targeted outreach strategies.
- Deliver insights that help customers reduce costs and optimize device operations.
Key Traits
- Proven ability to build trust and grow relationships with existing customers.
- Strong sense of ownership, accountability, and results orientation.
- Excellent communication and listening skills with a proactive approach.
- Comfort with outbound outreach and re-engagement activities.
- Organized, data-driven, and adept at using CRM tools.
- Passionate about helping customers succeed while achieving measurable revenue impact.
Performance Metrics
- Revenue growth from existing accounts
- Number of dormant accounts reactivated
- Upsell and cross-sell conversion rates
- Customer satisfaction (NPS, QBR feedback)
- Responsiveness and retention rate
We are hiring an Entry Level Account Manager to support customer relationships and assist with account-level communication and service coordination. This role is designed for individuals looking to develop professional experience in account management, client communication, and brand representation within a structured team environment.
No prior account management experience is required. Full training is provided.
Key Responsibilities
- Support assigned customer accounts through in-person interactions
- Communicate product and service information clearly and professionally
- Assist with onboarding, updates, and general account inquiries
- Maintain accurate documentation of customer interactions
- Work with team members to support daily account objectives
- Ensure a positive and consistent customer experience
Qualifications
- Strong communication and interpersonal skills
- Comfortable engaging with customers face-to-face
- Reliable transportation to local work locations
- Full-time availability
- Organized, detail-oriented mindset
- Background in customer service, retail, or sales is helpful but not required
What We Offer
- Paid training and structured onboarding
- Ongoing mentorship and support
- Clear advancement opportunities based on performance
- Consistent full-time schedule
- Professional, in-person team environment
Work Environment
- On-site position
- Team-based setting
- Not a remote role
Account Executive, Partnerships / Channel Account Executive - North America (French Required)
Hybrid (3 days onsite, 2 days remote) – Brisbane, CA
To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time.
About Odoo
Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications—covering everything from accounting and inventory to CRM and project management—works together seamlessly to support efficiency and growth. Learn more about us here.
About the Job:
Odoo is hiring Account Executives to join our North America Partnerships team. In this role, you'll pursue warm leads and recruit new organizations to join Odoo’s partner network across the region.
You'll introduce partners to Odoo’s suite of business applications, which they can offer alongside their existing services to create new revenue streams. You'll also manage partner relationships within a defined territory and guide them through onboarding and the sales cycle.
We provide full training on the Odoo ecosystem so you can successfully close deals and support tailored implementations. We’re looking for proactive, results-driven individuals with a strong “get-it-done” mindset.
Responsibilities:
- Conduct partnership recruitment for Odoo ERP software, employing data analytics, CRM score tracking, and BANT strategy evaluation
- Develop revenue-increasing strategies using the Odoo scoring lead system, projecting business revenue, identifying up-sell and cross-sell opportunities, and adapting Odoo ERP software for clients with Python and SQL
- Analyze strategic changes and report key metrics by extracting data, analyzing trends, and creating dashboards in Odoo software for managerial reporting
- Meet or exceed monthly Account Executive sales quotas through accurate forecasting, effective pipeline management, and advancing deals to closure within projected timelines
- Work in a consultative manner to design and negotiate tailored implementation packages with future partners
Requirements:
- Bachelor's degree (preferably in a business-related field) or equivalent combination of education and experience
- Fluency in English and French (professional or native/bilingual: reading, writing, and speaking)
- Strong awareness of software and new technologies
- 1+ years of B2B sales experience
- Excellent communication skills
- Curiosity about business operations
Nice To Have:
- Balances a serious approach to work with camaraderie, fostering a playful and friendly atmosphere among colleagues
- Experience with accounting, manufacturing, inventory, CRM, POS, and/or E-commerce software
- SaaS or PaaS pre/post-sales experience
- Intrinsic motivation and curiosity to learn more about business owners and their businesses
Compensation and Perks:
- Healthcare, Dental, Vision, Life Insurance, Flexible Spending Account, Health Savings Account, 401K Matching, and Commuter Benefits
- PTO (Paid-time-off), paid sick days, and paid holidays
- Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals
- $100 towards a work-from-home office setup
- Evolve in a nice working atmosphere with a passionate, growing team!
- Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!
- Company-sponsored events for groups of 6+ employees
The estimated annual compensation range for this role is $70,000-$90,000 OTE (on-target earnings), with a base salary range of $50,000-$70,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.
Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal-opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.
Senior IT Staffing Account Executive / Market Leader
Locations:
Open to proven senior producers across the U.S. with an established market presence
The Opportunity
This role is built for experienced IT staffing producers who want more than a quota - they want ownership. Zeektek is hiring a senior-level Account Executive to build and own a market, shape a long-term growth strategy, and scale a book of business with full organizational backing.
This is an ideal opportunity for a high performer who feels constrained in their current role - capped commissions, limited autonomy, internal competition, or lack of investment - and is ready to create something lasting. The role is challenging by design, but for the right individual, it is exceptionally lucrative and offers the chance to establish a personal legacy within a fast-growing firm and the tech staffing industry.
What You’ll Own
- End-to-end ownership of a defined market or vertical within IT staffing
- Development and execution of a long-term market growth strategy
- Full responsibility for business development, account expansion, and revenue growth
- Ability to build, scale, and retain a high-performing consultant population
- Strategic relationships with senior-level hiring leaders and decision-makers
- Autonomy to shape how your desk, territory, and client base are built
- Close partnership with executive leadership to align growth strategy and resources
This is not a plug-and-play role — it’s a build, scale, and lead opportunity.
Who This Role Is For
You’re likely a fit if you:
- Have 5+ years of IT staffing experience with a proven record of growth
- Think beyond individual placements and focus on market penetration and scale
- Want to own your success without internal competition or artificial limits
- Are motivated by building something that’s truly yours - not just inheriting accounts
- Thrive in environments that reward initiative, resilience, and strategic thinking
- Are financially driven and comfortable with high accountability
- See challenges as leverage points, not obstacles
Requirements
- 5+ years of technical staffing agency experience (required)
- Demonstrated success growing accounts, territories, or verticals
- Experience selling SOW and Project solutions in addition to traditional staffing
- Strong network of client relationships within IT and technology leadership
- Proven ability to scale consultant headcount and revenue
- Strategic mindset with hands-on execution ability
- High integrity, professionalism, and business acumen
Why This Role Is Different
- True market ownership - no internal competition for your accounts
- Uncapped earning potential designed for top-tier performers
- Profit sharing opportunities tied to market success
- Executive-level visibility and decision-making influence
- Support from recruiting, marketing, and leadership invested in your growth
- A company culture that rewards builders, not just maintainers
Zeektek invests in people who want to build - and backs them fully once they do.
Why Top Performers Choose Zeektek
- Competitive base + best-in-class, uncapped commission structure
- Aggressive bonus and incentive programs
- Direct access to C-Suite leadership - no layers of red tape
- 401(k) with company match
- Medical, dental, and vision insurance
- Company outings and team events
- A high-performance culture that rewards results
- Unlimited Paid Time Off
About Zeektek
Zeektek is an award-winning IT staffing and solutions firm founded on loyalty, trust, and performance. Recognized as a Best Staffing Firm to Work For and among the Fastest Growing Technical Staffing Companies, we are intentionally building markets through senior talent who want autonomy, upside, and long-term impact.
Equal Opportunity Employer
Zeektek is proud to be an Equal Opportunity Employer. Employment decisions are based on merit, qualifications, and business needs.
Sen
Hermanson Company is a standout Mechanical company that has been doing business in the Puget Sound area since 1979. Over the last four decades we have grown from a family-owned sheet metal contractor to a partner led full-service mechanical construction, design and maintenance provider playing a significant role in the Seattle-area construction industry.
By design, Hermanson is a special place to work. Our belief is that people do business with people they like. In keeping with that belief, we strive to hire and retain highly motivated people who are professional, ethically unwavering, and unrelenting in delivering quality results. We are focused on providing a workplace where high performance individuals come together to build dedicated teams driven to accomplish great things for our customers.
- People love working at Hermanson, because we all share the same Core Values:
- Clients First – Caring, win-win, value, quality and service attitude
- Family Matters - Safety, wellness, stability, enjoyment and balance
- Character Matters – Integrity, accountability, passionate, and caring
- Team - Trust, honesty, respect, reliable and inclusive
- Appreciate – Each other, our successes, and enjoy the journey
- Learn, Grow, Innovate – Challenge the status quo and always compete
We are:
- Consistently rated by the Puget Sound Business Journal as one of the Top 100 fastest growing companies.
- Thought leaders, changing the way mechanical systems are built & delivered.
- Focused on our people, our clients, and delivering expertise and value for our clients.
- Looking for the best and brightest people to join us.
- Here to support your success, while giving you the freedom to deliver.
- A company where our people: have fun, work hard, and make money.
- We are the best-of-the-best in the mechanical industry.
Our Account Executives and Business Unit Group Leaders are experts in their industry, with a distinct focus on our client’s success.
We hire the best who join expert teams that perform at their peak, celebrating success with our clients.
- You have a positive mental attitude, are goal directed, organized, and productive with your time.
- You have high standards and a passion to make a positive impact on those you interact with.
- You are an expert in USP 797, USP 800 Compliance for the pharmaceutical, life science and biotech industry.
- You are a respected member and/or leader in life science and biotech mechanical associations like ASHRAE.
The Role:
Do you know how to listen, relate to people, and solve problems but haven’t found a career that allows you to put it into action daily? We are offering a life science and biotech sales position which will allow you to take that knowledge and apply it while helping our life science companies grow and excel. Our account executives are considered top income earners in our industry with no cap on potential earnings. If you have potential power that has been untapped, let’s be the company that maximizes your potential and grows you to be better than you thought you could be!
The Senior Account Executive owns and facilitates the customer relationship. It shall be the Senior Account Executive’s function to generate sales of Direct to Owner Projects and Tenant improvements. and full mechanical services to new and existing customers. A Special project is a project that has construction duration usually less than 6 months, is less than a million in mechanical value, has an estimate prepared by the Senior Account Executive. The Senior Account Executive has at their disposal the engineering group for design-build projects. The Senior Account Executive will be expected to propose and estimate his/her projects
Responsibilities:
- Sales and Account Management for business opportunities for our life science, Biotech and Healthcare sector.
- Develop Strategic Account Plans to penetrate and grow our life science and biotech markets.
- Networking at industry events as appropriate
- Build partnering relationships with owners, owner’s reps, and consultants responsible for the decision-making process.
- Understand the life science and biotech customer's business, speak their language, and demonstrate technical expertise to develop credibility, loyalty, trust, and commitment from the customer.
- Have a deep life science and biotech technical knowledge and experience in the delivery of mechanical system operations.
- Develop sales strategies to maximize the opportunity within life science and biotech industries.
- Facilitate the technical interface between the customers and Hermanson's operations and engineering departments.
- Work with the engineering department to develop scope documents for purposes of estimating.
- Verify that customer design or modification requirements are met promptly and correctly.
- Reviews company engineering changes and ensures that they are in accordance with customer expectations and life science / biotech specifications.
- Potential expansion of our geographic footprint, supporting our strategic growth initiatives.
- Lead in project interviews and ongoing project delivery.
- Preconstruction and Project Management Oversight, which shall involve working closely with the Project Management and Field Teams to ensure a seamless project delivery. This may include the following, depending on specific project details:
- Establishment, Implementation, and Support of BIM and other technologies, and partners to support our future preconstruction efforts.
- Oversight of Field Staff (Superintendents, Site Foreman, Project Engineers, Etc) and construction projects from start to finish
- Oversight of Project Estimating, Planning, Budgeting, and Identification of Resources. Working in these capacities as necessary and appropriate depending on the team’s workload.
- Oversight of coordination of the efforts of all parties involved in a project, including owner-reps, architects, consultants, and general contractors.
- Contract and pricing revisions and negotiations with the client and project ownership
- Oversight of production scheduling and execution; ensuring the project meets the scheduling requirements.
- Periodic inspection of construction sites.
- Identify the elements of project design and construction likely to give rise to disputes and claims. Work with the Project Managers to carefully review these conditions with clients and teams.
- The salary range for this position is $120,000 to $160,000 plus variable sales incentive pay. (The compensation offered may vary depending on job-related knowledge, skills and experience).
Qualifications:
- An expert at preconstruction, construction management, and mechanical / plumbing estimating with a focus on Life Science and Biotech mechanical systems.
- Sales/Customer (5+ years) and capable of expanding Hermanson’s expertise and relationships in life science and biotech markets
- Excel and Bluebeam proficiency preferred.
- The qualified candidate must have demonstrated the ability to analyze and perform pursue/no pursue and bid/no bid recommendations and develop pursuit strategies for new business opportunities. The position will also require previous experience in evaluation, competitive environment assessment, value-based pricing, price to win analyses and probability of winning. A proven track record of negotiation and closing high value contracts involving strategic business relationships. A candidate must have the following experience:
- Contract negotiation with GC executives, Owners, Sr. PMs, & key personnel
- Familiarity with Estimating, project management, engineering functions and practices
- Possess strong written and communication skills
- Ability to positively influence and persuade others
- A record of achievement in selling across market segments and to GC Accounts
- Is a disciplined, strategic thinker and can quickly develop a holistic view of Hermanson’s business, building and nurturing key relationships focusing on desired outcomes, creating competitive advantage for the whole company.
- Professional appearance - conduct, grooming and business dress code that communicates professionalism, level of sophistication, intelligence, and credibility. Dresses to fit the business audience.
- This position is required to support field personnel and service our customers on projects. Depending on project requirements this may require full time presence on the site and in some cases, presence before and after the project scheduled hours. Flexibility on hours and location of work is dependent on project requirements as determined by your supervisor.
- This position requires the ability to walk and maintain balance over rough, icy, or muddy ground, climb stairs and ladders, work safely at heights without fear, and to work effectively while exposed to the weather for long periods.
Education:
Four-year University degree, preferably in engineering, architecture, or construction management, or equivalent experience.
Hermanson provides great employee benefits
- Very Competitive Compensation w/Bonus
- Medical, dental, vision for employees (coverage available for dependents
- 401k retirement plan including 5% Company Matching
- Vacation and Sick Compensation (PTO), and Holiday Pay!
- Disability income protection
- Employee and dependent life insurance
- Growth & Development Opportunities
- In-House Company Training Program
- Certificate & Tuition Reimbursement
- Wellness Program
- Employee Assistance Program
Hermanson Co., LLP is proud to be an Equal Opportunity Employer. Hermanson does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Dionis is the leading goat milk skincare brand in the U.S., a founder-led brand built on clean ingredients, farm-fresh storytelling, and high-performing retail partnerships.
We’re growing and looking for a Key Account Sales Manager who is a true hunter — someone who can open doors, win new business, and grow major retail accounts.
This is a hands-on individual contributor role with no direct reports.
We’re looking for someone who still loves the chase — who gets energy from prospecting, pitching, and closing — and wants meaningful ownership, not just oversight.
If you thrive on building accounts and expanding them, this could be a great fit.
What You’ll Do
New Business Development
- Prospect and open new national and regional retail accounts (Target, Walmart, grocery, specialty, etc.)
- Lead buyer outreach, presentations, negotiations, and follow-through
- Build and actively manage a strong sales pipeline
Account Growth
- Manage and expand existing key accounts
- Drive sell-in, assortment growth, and promotional strategies
- Analyze POS and retailer data to identify white space and opportunity
Execution & Collaboration
- Partner closely with Marketing, Operations, and Finance
- Support forecasting and inventory planning
- Provide market feedback and competitive insights
- Represent Dionis at trade shows and buyer meetings
What We’re Looking For
- 5–8 years of CPG, beauty, or personal care sales experience
- Experience working with large retailers (Target, Walmart, grocery, CVS, Walgreens, etc.)
- Proven success opening new accounts — not just maintaining them
- Strong analytical skills (Excel, POS data, retailer portals, CRM)
- Entrepreneurial mindset — comfortable in a fast-paced, founder-led company
- Team player who collaborates and provides thoughtful feedback
- Willingness to travel (~40–50%)
Who This Role Is Perfect For
- A strong sales manager who wants more impact.
- Someone hungry to build
- Someone confident with buyers but humble with teammates
- Someone excited to grow with a brand, not just manage it
Why Dionis?
- You’ll work directly with leadership.
- You’ll have real influence.
- You’ll help shape our next stage of retail growth.
If you’re ready to build, we’d love to connect.
WHAT WE OFFER
Culture:
* Great people
* Play with goats
* Peer to Peer Recognition
* Fun company events
* Competitive Wages & Generous Year-end Bonus
Comprehensive Benefits:
* Medical Plans with Telemedicine, Rx, & Vision
* Dental Plan
* Healthcare, Dependent care
* 401(k) with company match
* Financial Health & Wellness w/1:1 Coaching
* Basic & Supplemental Life Insurance
* Accident, Hospital Indemnity, & Critical Illness
* Paid Time Off
* Short & Long-term Disability
* 9 Paid Holidays
Must have legal authorization to work in the US and will not require sponsorship.
Dionis is an equal opportunity employer. Drug-free workplace. Tobacco-free work site. Dionis does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit and business need. Equal access to programs, services, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application process and/or interview process should notify a representative of the Human Resources Department.
Our One Myers team is made up of some of the most revered brands in the industry, including: Myers Tire Supply, Patch Rubber Company, Tuffy Manufacturing, Akro-Mils, Scepter, Buckhorn Inc, Jamco Products, Ameri-Kart, Elkhart Plastics and Trilogy Plastics.
Our people are the engine behind our growth, and they work to deepen our customer relationships, serve our niche industries, and drive our success.
We invite you to apply and consider joining our team as we drive our business forward. We would love to have you as part of the next chapter of our growth story!
This is a remote position based in Greater Cincinnati, Ohio.
Job Overview
The Account Manager will drive Myers' Buckhorn Brands' organic growth efforts within the automotive, manufacturing and distribution product line (AMD), serving light and heavy manufacturing as well as various types of industrial and retail distribution customers. This is a unique opportunity to sell a more efficient, safer and reusable packaging solution to the world’s biggest brands.
This role focuses on expanding our current customer base while actively identifying and closing new opportunities across diverse distribution channels. The ideal candidate will own the territory and demonstrate creativity, drive, and motivation, with a proven track record of top sales performance. This role requires building and expanding relationships with existing customers, alongside an assertive approach to networking and prospecting to uncover new opportunities to deliver Myers' Buckhorn value.
Duties and Responsibilities
- Achieve profitable volume growth by managing and expanding key accounts.
- Identify new customer opportunities to increase market share.
- Discover, qualify, present value-based solutions, negotiate, handle objections, and close opportunities.
- Cultivate new channels to develop new customers.
- Negotiate and administer quotes, pricing and contracts to maximize ROI.
- Develop and sustain strong relationships with key decision-makers across multiple customer levels.
- Translate Buckhorn's value proposition into compelling solutions aligned with customer needs and corporate strategies.
- Conduct market research to protect existing market positions and identify new growth opportunities.
- Create and execute customer-specific action plans with clear accountabilities and timelines.
- Collaborate with Marketing and Product Development teams to leverage market insights for innovative solution development.
- Coordinate cross-functional team involvement to meet account objectives and customer expectations.
- Provide strategic insights to internal stakeholders regarding market conditions and competitive landscape.
- Continuously assess, clarify, and address customer needs and competitive threats.
- Ensure high levels of customer satisfaction and brand consistency.
- Network and engage with regional trade organizations where target customers and decision-makers are members and participants.
Knowledge, Skills, and Abilities
- Effective Communication: Strong verbal and written communication skills to articulate value propositions clearly and persuasively.
- Active Listening: Understand customer needs, identify opportunities, and build rapport.
- Strategic Thinking: Develop long-term strategies while managing day-to-day account activities.
- Resilience and Tenacity: Ability to persist through challenges, manage rejection effectively, and maintain focus on long-term goals.
- Adaptability: Navigate changing environments, adjusting strategies to meet evolving customer and market demands.
- Problem-Solving: Strong analytical skills to identify issues and develop innovative, customer-centric solutions.
- Time Management: Highly organized with the ability to prioritize tasks, manage multiple accounts, and meet tight deadlines. Proficient use of CRM tools to manage sales pipelines effectively.
- Negotiation: Expertise in negotiating contracts, pricing, and terms to achieve mutually beneficial outcomes.
- Customer-Centric Focus: Commitment to understanding and addressing customer needs to build lasting relationships.
- Competitive Drive: Strong desire to exceed sales targets, with a passion for winning new business and growing existing accounts.
Education and Experience
- A four-year college degree from an accredited institution
- A minimum of 3-5 years’ sales experience in a business-to business sales environment required
- Previous experience developing and closing new business opportunities utilizing a hunter mentality
Working Conditions
- Remote
- Travel up to 70% daily and overnight travel
Physical Requirements
- While performing the duties of this job, the employee is regularly required to use hands and fingers to handle or feel objects.
- The employee frequently is required to sit, stand, walk, reach with hands and arms, and talk or hear and will occasionally be required to bend, stoop, kneel and climb stairs.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Summary
This leadership position will support a designated producer by creating additional capacity. This will be achieved by taking the lead in addressing client issues and providing strategic oversight for assigned small business clients. The Client Relationship Specialist (CRS) will also provide support for the producer's new business efforts and collaborate with service team members to resolve issues, answer questions, and offer strategic guidance. Additionally, the CRS will collaborate with Small Business leadership to develop coverage and program structure guidelines tailored for small business clients in the life science industry, with a focus on consistency and facilitating the transition from small to large commercial teams within the Practice Group.
This position will also assume responsibility as a Client Service Executive for assigned World Class Client accounts and other accounts as assigned. Client Executive Service actsas a leader for the service team members to include Client Service Executives, Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.
Essential Duties & Responsibilities – client relationship specialist
- Act as primary resource for Producer’s clients and collaborate with service team members to effectively resolve issues and provide answers to questions.
- Collaborate with small business service team members regarding service processes, effective deliverables, client communication, and overall service approach.
- Collaborate with small business clients on renewal and ongoing servicing items
- Engage in Producer’s new business activities with prospect audits and ensuring proper placement for new clients.
- Maintain regular communication with producer to address time-sensitive or urgent client needs.
- Collaborate closely with the PG Leaders, Team Mentor, Director of Small Business, and Director of Client Service Executives to ensure the team has the necessary resources to meet their requirements. Engage in discussions to address any project impediments and escalate any issues that cannot be resolved by the team.
Essential Duties & Responsibilities – client Executive Service
Oversee ongoing account service activities.
- Prepare production and activity reports.
- Manage/collect receivables in conjunction with Client Sales Executive.
- Meet regularly with Client Sales Executive to update, advise and inform.
- Coordinate activities on accounts.
- Review and deliver summary, proposals and policies.
- Lead, present and participate in meetings with clients.
- Maintain current Insurance Summaries on all accounts.
- Update EAW’s annually on all accounts.
- Meet World Class Client service commitments (relationship Report, Pre-Renewal Meetings, etc.)
- Participate in new business development and proposals with Client Sales Executive.
- Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
- Coordinate coverage placement through managing the direction provided to service team.
- Deliver binders and invoices.
Manage all facets of renewal process.
- Initiate client contact and orchestrate renewal strategy meetings.
- Gather renewal underwriting information.
- Oversee process of preparing and updating underwriting specifications.
- Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
- Advise, inform, and involve Client Sales Executive, as required in marketing process.
- Prepare and deliver proposals.
- Prepare all orders and instructions to Client Administrator.
- Manage expiration lists.
Act as a leader for the service team members.
- Create an environment oriented to trust, open communication, and cohesive team effort.
- Facilitate problem solving and collaboration when faced with client difficulties.
- Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.
- Provide necessary business information to enhance the team’s professional development.
- Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
- Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
- Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience
- Bachelor’s degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 7 - 8 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service.
- Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Drivers license.
- Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
- Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance.
- Proficiency with MS Office Software (Word, Excel, Outlook).
- Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
- Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
Work Environment & Physical Demands
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
- Work is performed in a typical interior/office work environment.
- Travel to client sites will be required. Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.
The applicable base salary range for this role is $90,100 to $167,900.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Location: Cincinnati, OH (New ACF Office)
ACF Global Logistics is a privately held, woman-owned global logistics provider built for shippers that need real control over international freight, customs, and cross-border supply chains.
We operate our own offices and teams across the U.S., Mexico, Europe, and Asia, with in-house customs brokerage, bonded warehousing, and direct carrier relationships. No agents. No handoffs. No guesswork.
Our new Cincinnati office was opened specifically to support experienced domestic logistics professionals who want to expand what they can offer their customers into international, cross-border, and customs-driven freight—without rebuilding their book from scratch.
This role is designed for successful domestic freight brokers and logistics account executives who:
- Have a strong, relationship-driven book of domestic business
- Are increasingly fielding customer questions about imports, exports, Mexico, or customs
- Want a credible global platform behind them when those conversations come up
- Prefer staying customer-facing rather than becoming an operations specialist
If your customers already trust you—and you want to grow revenue per account instead of chasing new domestic lanes—this role is built for you.
As a Global Logistics Account Executive, you’ll focus on expanding international, cross-border, and customs services within existing customer relationships, while also developing new global accounts.
You’ll be based in our Cincinnati office and supported by ACF’s in-house operational teams across:
- United States
- Mexico
- Europe
- Asia
You own the relationship. ACF handles execution.
- Expand international, cross-border, and customs services within existing and new accounts
- Identify opportunities tied to imports, exports, Mexico flows, bonded freight, and landed-cost optimization
- Build long-term customer relationships centered on execution, reliability, and trust
- Collaborate with ACF’s global teams to design practical, executable logistics solutions
- Present routing options, cost benchmarks, and transit comparisons clearly and confidently
- Remain the primary commercial point of contact while leveraging ACF’s in-house capabilities
- Track pipeline activity and performance through CRM tools
- 5+ years of experience in domestic brokerage or logistics sales
- Proven success managing and growing customer relationships
- Interest in expanding into global logistics (international experience not required)
- Consultative selling mindset—not transactional
- Strong communication, organization, and follow-through
- Comfort using CRM platforms and basic sales reporting tools
- Ground-floor opportunity in ACF’s newly opened Cincinnati office
- In-house customs brokerage
- Real global offices, not agent networks or third-party handoffs
- Ability to grow wallet share within existing customer relationships
- Direct access to operations, customs, and leadership teams
- Clear path to long-term growth as ACF expands its Midwest and cross-border footprint
- Competitive base salary with uncapped commission
- Ability to expand revenue within existing customer relationships
- Full support from in-house global operations and customs teams
- Autonomy to manage and grow your own book of business
- Career progression tied to office and company expansion
- Domestic and international travel opportunities
Department
Acquisitions
Job Title
AVP, Training/Senior Account Manager
Reports to
Executive Vice-President, Acquisitions
Job Summary:
The Senior Account Manager is responsible for underwriting complex low-income housing tax credit projects with sophisticated developer and investor partners, driving deals through the closing process, managing and coordinating Credit Committee memos, and providing in-depth analysis of key diligence items to recommend actions to the Committee and Risk Officer. In this process, the Senior Account Manager performs an unbiased evaluation of transactions, structuring tax credit investments, measuring the risks, and identifying mitigants associated with these transactions. As AVP of Training, this role plays a primary role in guiding accounts management colleagues in LIHTC underwriting concepts and financial modeling, both through formal training and informal consultation.
Essential Job Functions:
Function/Responsibility -
As part of underwriting assigned proposed tax credit investments:
- Understands all facets of the deal, including but not limited to guarantor review, income and expense analysis, financial underwriting, and due diligence review
- Facilitates due diligence collection and review
- Joins and is an active participant in closing calls to maintain the closing timeline
- Prepares and presents the Investment Memo package – including narratives, descriptions, risks and mitigants, and other ad hoc analyses illustrating pertinent aspects of the investment – for internal approval at various times during the closing process
- Owns the financial model throughout the closing process, including the maintenance of yield from LOI through Closing
- Identifies and elevates risk items or changes to the Originator, Risk Officer, or other parties affected by changes, and identifies mitigants
- Provides regular updates with AVP of Accounts Management regarding deal underwriting progress, including status of closing checklist review, review of due diligence materials, transaction timing, and problematic issue identification and resolution to assist in the management of the closing pipeline
- Collaborates with Originator to enable coordinated communication with Developer partners using a positive and proactive approach that will foster long-term positive relationships.
- Ensure that OCCH’s underwriting guidelines are met on each transaction
- Leads transition to Construction and Asset Management
- Assists in conducting LIHTC underwriting and structuring trainings to the Acquisition team based on a program schedule created by the AVP, Accounts Management, with input from the EVP, Acquisitions, EVP, Capital Markets, and Chief Risk Officer
- Assist the AVP, Accounts Management in identifying gaps in the account management process and procedures and recommend improvements
- Review and help refine OCCH methodologies for underwriting, including guarantor and OPEX analysis
- Make themselves available to schedule time and answer underwriting questions from other account managers, as needed
- Other duties as assigned
Education / Certifications:
- Bachelor’s degree in Business, Accounting, or Finance, or related field required.
Work Experience:
- Minimum 7 years of direct experience in affordable multifamily housing.
- Experience with complex mixed-income transactions utilizing tax-exempt bonds, LIHTC, HUD, and other affordable housing finance tools. Comprehensive knowledge of the LIHTC Program, commercial real estate development, corporate and partnership legal and taxation issues.
Knowledge, Skills & Abilities:
- Ability to interact well with external and internal (cross-functional) partners
- Thorough understanding of OCCH’s underwriting model
- Strong attention to detail
- Ability to be an effective player-coach
- Ability to drive deals to the finish line
- Strong relationship management skills
About OCCH:
OCCH is an independent, mission-driven nonprofit corporation based in Columbus, Ohio, that works with private and public developers to create affordable housing opportunities. Since its inception, OCCH has raised over $7 billion in private capital and invested in over 66,000 units of affordable housing in over 1,100 developments.
Our mission is to advance the preservation, production, and management of affordable housing through collaborative partnerships and innovative thought leadership. Our mission is at the heart of everything we do. Our core values are our building blocks and foundation. Our values of CREATING: Collaboration & Communication, Respect, Expertise, Accountability, Trust, Innovation, INclusion & Growth, will guide our behaviors, ensuring a consistent focus on quality and progress toward our vision. Ideal candidates will be passionate about our mission and exhibit our core values with a commitment to continuous improvement and growth.
OCCH is an equal opportunity employer. Equal employment opportunity is not only good practice - it is the law and applies to all areas of employment, including recruitment, selection, hiring, training, transfer, promotion and demotion, termination, compensation, and benefits. As an equal opportunity employer, OCCH prohibits unlawful discrimination based on race, religion, creed, color, national origin or ancestry, sex, age, marital status, sexual orientation, gender, gender identity, gender expression, genetic expression, disability, veteran or military status, or any other basis that would be in violation of any applicable federal, state or local law.