Client Relationship Executive Jobs

Account and Relationship Management Executive

Excellent Communication (both oral and written) and presentation skills

Self-starter with an ability to manage own territory

Proven track record selling into the hospital market, nursing market, and graduate education market(preferred)

Experience selling into the C-suite

Demonstrate Ovid’s suite of products to customers and prospects

A strong knowledge and understanding of the TELUS Health solutions and capabilities

Builds strategies to develop and manage global relationships

Ability to manage internal relationships across business lines to execute on client strategy

Mobilizes the right expertise and capabilities from across the organization to bring the right solutions to clients

Designs solutions that fit by blending all TELUS Health services, solutions, and technology capabilities

Translating industry knowledge, competitive market dynamics, general business acumen and deep understanding of client’s business into value added insights & solutions

Engaging in the day-to-day operational management of a renowned global enterprise

2+ years of experience working in financial services in a client facing team

Demonstrated and keen interest in the field of finance

Job title: Financial Client Relationship Manager

Salary: Up to $120,000 CAD plus Benefits!

Directly interfacing with clients and adeptly overseeing relationships

Knowledge of travel & expense management and/or AP automation highly preferred

Collaborate with sales management on sales opportunities and obstacles

Ability to work under moderate supervision and collaborate effectively with management

Articulate the value of Emburse Solutions with strong presentation skills

Constantly manage sales pipeline and forecast

A college degree is preferred but not required. Equivalent years of relevant experience may substitute

Ensure all auditing issues are addressed & or escalated to management for action.

Create & manage client communication & their requests.

Serve as the first point of contact for their clients on daily requirements and escalations.

Responsible for scheduling & running the assigned client payrolls.

Follow standard operating procedures & best practices.

Maintains complete, accurate & timely client/employee records based on real time requests.

services to our clients remotely. We are looking for an experienced Client Relationship Manager

Job Title: Client Relationship Manager

10. Be proficient in the presentation of our tax planning and financial service offerings.

11. Seek knowledge assertively, arranging meetings with team members to clarify uncertainties.

1. Minimum of 2 years sales experience.

4. Strong verbal and written communication skills.

Partner with various account management teams to provide superior client service

Strong business acumen including a well-rounded knowledge of general business function, finance and issues

Benefits coverage starting Day 1

Flexible Remote Working & Workplace Schedules (Remote work only during Covid-19 pandemic).

3 years of work experience within commercial insurance

Strong interpersonal skills, with the ability to interact at all levels of the organization including the ‘C’ Suite.

Enter and Manage data in various software applications, including our client relationship management system and portfolio management system.

Prior experience in an office administrative role preferred, with preference to candidates with financial industry experience and/or demonstrable investment knowledge.

Work alongside our Portfolio Managers and interact with clients throughout the account opening and onboarding process.

Strong organizational skills and attention to detail.

Excellent Strong written and verbal communication skills.

Generate, organize, and maintain client files and e-documentsand files on an ongoing basis.

Manage the book of business from end-to-end.

Must have a minimum of 5 years of experience.

Great communications skills, comfortable in multi-tasking and must have good customer service skills.

Develop and plan strategy to grow the book and maintain clients.

Help grow the office by recruiting and training new Account Executives.

What you will be doing:

Demonstrated 3+ years experience in B2B account management or sales consultant role

Skilled in PowerPoint and Excel

Telecom sales experience would be ideal

Skilled in solution based or consultative based selling techniques and solution oriented

Accountable for the growth, retention & acquisition of Wireless & Wireline Services in a designated territory

Create detailed business plans designed to attain revenue targets and goals

Effective communication, listening, negotiating and time management skills

5+ years in a sales-oriented account management role

Knowledge of eLearning/education technology industry an asset

Escalate issues to appropriate departmental managers or executives to ensure high level of client satisfaction

Be well informed about current industry trends and be able to talk intelligently about the education industry in the assigned area/region

Must possess strong leadership, motivational, and presentation skills

Transform the customer experience by introducing our clients to experts and educating them on our digital tools and resources.

Take responsibility for personal development plans; schedule meetings with your manager to discuss development plans.

Customer service and/or sales experience is required

Knowledge of personal lending services and products is desired

Preference will be given to applicants with previous banking experience

Customer Excellence - Delivers an exceptional customer experience at all times.

Demonstrated 3+ years experience in B2B account management or sales consultant role

Skilled in PowerPoint and Excel

Telecom sales experience would be ideal

Skilled in solution based or consultative based selling techniques and solution oriented

Accountable for the growth, retention & acquisition of Wireless & Wireline Services in a designated territory

Create detailed business plans designed to attain revenue targets and goals

3+ years of experience of successful contract or capital goods selling experience, preferably including experience developing new business

Thorough knowledge of MillerKnoll products, services and culture, as well as the ability to distinguish MillerKnoll products/services from the competition.

Ability to travel and perform other job duties as needed.

Actively find and generate new business in your assigned market/region, particularly focused on large potential customers/business

Work with these large customers to discover, diagnose, and solidify their needs and propose/deliver world class solutions.

Identify opportunities to ‘take’ large customer sales from our competitors where possible

Drive adherence to the company's Delivery Process as part of standard delivery management

Set client expectations around the value company will deliver and manage the team to exceed those expectations

Manage team expectations and delivery related escalations; Build key talent and leadership within the engagement teams

4+ years' experience in consulting or IT services industries sales

4+ years of experience leading and managing teams to successful outcomes

Must be able to resolve issues and manage escalations within engagement teams and directly with the client

Experience developing commercial loan solutions and advanced knowledge of financial underwriting principles, commercial lending practices, and municipal by-law authorization processes

Several years experience providing client-focused solutions within a financial institution, investment, municipality, or infrastructure development area of practice.

Knowledge of municipal infrastructure financing processes and public sector operations and considered an asset

Knowledge of project financing models and principles is an asset

Excellent analytical skills to research, synthesize, and analyze financial data and other information

Assist loan operations and communicate with clients in order to satisfy financing conditions as authorized to complete financing transactions

End to end management of the account and all executive relationships within it.

Management of the account P&L.

Developing strategies, tactics, and leading change management for the account, with the aim of achieving exponential growth.

Deep knowledge of the Canadian Telecom industry, competitors, future trends, and offerings.

Experienced leading sales activities to achieve exponential account revenue growth targets.

Structure high value/ strategic & large deals for the account; leverage the industry/ domain and technology knowledge to identify upcoming disruptions.

Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;

Take a lead role in new client transitions, using the Raymond James Project Management methodology;

Liaise with third-party vendors to manage external services as required to meet client needs and department objectives;

Customer service gained from direct, client-facing experiences;

Health Benefits Program including Life Insurance and Disability from start date

Depending on eligibility, we offer:

Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients

Create a positive service experience with Sun Life as their GRS provider and develop a mutual partnership

Demonstrated strong interpersonal and communication skills

Strong problem solving skills with the ability to quickly and effectively resolve client concerns

Highly motivated, independent self-starter with strong business acumen and negotiation skills

Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services

5+ years’ experience in project or program management

Establish processes and programs to scale the ability to systematically track, manage and successfully resolve complex issues negatively impacting customer relationships.

Domain knowledge in core banking solutions, digital banking, or banking industry preferred

Establish success criteria and performance metrics and analyze escalation trends to produce strategic recommendations to proactively address systemic issues.

Conduct root cause analysis to help identify and resolve customer issues

Monitor watch list progress through to resolution and facilitate weekly cadence capture updates from Business Unit action owners