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Job Description
Job Description
Insight Global is seeking a VP of Account Management to sit fully remote and lead client services for one of our major services clients, providing medical review and independent dispute resolution. This individual will own the overall client relationship strategy, ensuring consistent delivery excellence and driving long-term partnership value across a portfolio of high-profile accounts. The VP will act as the executive point of contact for key clients, establishing structured engagement models, proactively identifying growth opportunities, and resolving complex issues. They will lead and mentor the Account Services team, define best practices for relationship management, and translate client feedback into actionable insights for product and operations teams. The role will partner closely with Product, Operations, and Technology to align client needs with business priorities, monitor account health metrics, and implement recovery plans when risks arise. This person will build a disciplined account management capability, ensuring clear ownership of client outcomes and maintaining credibility through transparent communication and follow-through.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- 10+ years of experience managing enterprise client relationships in account management, client services, or customer success
- Proven track record leading teams responsible for high-touch, strategic accounts in complex environments
- Familiarity with structured account planning and portfolio/client review processes
- Strong executive presence and ability to influence senior stakeholders, both internally and externally
- Experience translating client feedback into operational and product improvements across cross-functional teams
o Experience with CRM/account management tools for tracking portfolio health and client engagement
- Ability to proactively identify risks, implement recovery plans, and drive client retention and share growth - Healthcare industry background
o Understanding of incident dispute resolutions and medical claims processes (IDR - Independent Dispute Resolution)
- Experience in professional services, consulting, or technology-driven organizations
- Background in digital transformation or building new client service functions from scratch
Insight Global is seeking a VP of Account Management to sit fully remote and lead client services for one of our major services clients, providing medical review and independent dispute resolution. This individual will own the overall client relationship strategy, ensuring consistent delivery excellence and driving long-term partnership value across a portfolio of high-profile accounts. The VP will act as the executive point of contact for key clients, establishing structured engagement models, proactively identifying growth opportunities, and resolving complex issues. They will lead and mentor the Account Services team, define best practices for relationship management, and translate client feedback into actionable insights for product and operations teams. The role will partner closely with Product, Operations, and Technology to align client needs with business priorities, monitor account health metrics, and implement recovery plans when risks arise. This person will build a disciplined account management capability, ensuring clear ownership of client outcomes and maintaining credibility through transparent communication and follow-through.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- 10+ years of experience managing enterprise client relationships in account management, client services, or customer success
- Proven track record leading teams responsible for high-touch, strategic accounts in complex environments
- Familiarity with structured account planning and portfolio/client review processes
- Strong executive presence and ability to influence senior stakeholders, both internally and externally
- Experience translating client feedback into operational and product improvements across cross-functional teams
o Experience with CRM/account management tools for tracking portfolio health and client engagement
- Ability to proactively identify risks, implement recovery plans, and drive client retention and share growth - Healthcare industry background
o Understanding of incident dispute resolutions and medical claims processes (IDR - Independent Dispute Resolution)
- Experience in professional services, consulting, or technology-driven organizations
- Background in digital transformation or building new client service functions from scratch
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0
Job Description
**Date Posted:**
**Country:**
United States of America
**Location:**
OT063: CL - ROSEVILLE, MN 2772 Cleveland Ave. North, ROSEVILLE, MN, 55113 USA
**Would you like to join a truly international, talent driven company that values Safety, Ethics, Quality, Innovation and Employee Opportunity?**
Otis is growing and we are recruiting a Service Sales Consultant to cover Roseville / St. Paul territory. The main goal of the role is to achieve sales growth through developing a customer prospect pipeline focusing on winning new maintenance contracts, with additional responsibility for selling incremental repair projects.
**On a typical day you will:**
+ Manage a portfolio of elevator units through maintaining good working relationships with existing customers
+ Serve as primary contact for timely resolution of customer needs surrounding inquiries
+ Develop new customers via cold calling, networking, bids and tenders
+ Develop your own sales strategy to achieve sales targets
+ Use Otis' sales tools to effectively track opportunities, pipeline, and forecast sales results
+ Conduct sales negotiations and close deals
+ Collaborate with fellow team members, including other sales representatives and field colleagues
**What you will need to be successful**
+ 2+ years of experience in the elevator industry required
+ 5+ years within Sales, Customer Service, or related field preferred
+ You have a business or technical degree or have completed training as a technician or technical business administrator, and 3 years of prior work experience
+ You have initial experience in the sale of technical service agreements requiring consultation.
+ You have a strong customer and service orientation, including excellent interpersonal skills
+ You are characterized by a high level of commitment and reliability.
+ You are target focused, with the ability to work at pace in a demanding, complex, corporate organization
**What's In it For Me / Benefits**
+ You will receive a long-term employment contract with the world market leader in a crisis-proof industry.
+ We offer you remuneration in accordance with local standards plus:
+ Customize for local benefits here including vacation and incentive
We will train you intensively in the areas of technology, processes & soft skills and you can exchange ideas with experienced colleagues at any time.
**Work Authorization:**
Given the nature of the position, Otis Elevator does not support sponsorship, e.g. H-1B or TN petitions/applications, for this position.
**Salary Transparency:**
The salary range for this role is $65,000 - $80,000 plus a generous incentive bonus structure. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs.
We support work-life integration, allowing space for both work and your personal life so that you can feel fulfilled in both aspects. For this role, we offer flexible working hours with the possibility of remote work.
Apply today to join us and build what's next.
If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day.
Otis is the world's leading elevator and escalator manufacturing, installation, and service company. We move 2.4 billion people every day and maintain approximately 2.4 million customer units worldwide, the industry's largest Service portfolio.
You may recognize our products in some of the world's most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 72,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company.
When you join Otis, you become part of an innovative global industry leader with a resilient business model. You'll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you'll gain working alongside the best and brightest, keep us connected and on the cutting edge.
We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs.
Today, our focus more than ever is on people. As a global, people-powered company, we put people - passengers, customers, and colleagues - at the center of everything we do. We are guided by our values that we call our Three Absolutes - prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here ( .
Become a part of the Otis team and help us #Buildwhatsnext!
_Otis is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
We go to great lengths to hire and develop the best people, and offer a supportive environment where employees are motivated and empowered to perform at their full potential. Today, we continue pushing the boundaries of what's possible to thrive in a taller, faster, smarter world.
**Country:**
United States of America
**Location:**
OT063: CL - ROSEVILLE, MN 2772 Cleveland Ave. North, ROSEVILLE, MN, 55113 USA
**Would you like to join a truly international, talent driven company that values Safety, Ethics, Quality, Innovation and Employee Opportunity?**
Otis is growing and we are recruiting a Service Sales Consultant to cover Roseville / St. Paul territory. The main goal of the role is to achieve sales growth through developing a customer prospect pipeline focusing on winning new maintenance contracts, with additional responsibility for selling incremental repair projects.
**On a typical day you will:**
+ Manage a portfolio of elevator units through maintaining good working relationships with existing customers
+ Serve as primary contact for timely resolution of customer needs surrounding inquiries
+ Develop new customers via cold calling, networking, bids and tenders
+ Develop your own sales strategy to achieve sales targets
+ Use Otis' sales tools to effectively track opportunities, pipeline, and forecast sales results
+ Conduct sales negotiations and close deals
+ Collaborate with fellow team members, including other sales representatives and field colleagues
**What you will need to be successful**
+ 2+ years of experience in the elevator industry required
+ 5+ years within Sales, Customer Service, or related field preferred
+ You have a business or technical degree or have completed training as a technician or technical business administrator, and 3 years of prior work experience
+ You have initial experience in the sale of technical service agreements requiring consultation.
+ You have a strong customer and service orientation, including excellent interpersonal skills
+ You are characterized by a high level of commitment and reliability.
+ You are target focused, with the ability to work at pace in a demanding, complex, corporate organization
**What's In it For Me / Benefits**
+ You will receive a long-term employment contract with the world market leader in a crisis-proof industry.
+ We offer you remuneration in accordance with local standards plus:
+ Customize for local benefits here including vacation and incentive
We will train you intensively in the areas of technology, processes & soft skills and you can exchange ideas with experienced colleagues at any time.
**Work Authorization:**
Given the nature of the position, Otis Elevator does not support sponsorship, e.g. H-1B or TN petitions/applications, for this position.
**Salary Transparency:**
The salary range for this role is $65,000 - $80,000 plus a generous incentive bonus structure. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs.
We support work-life integration, allowing space for both work and your personal life so that you can feel fulfilled in both aspects. For this role, we offer flexible working hours with the possibility of remote work.
Apply today to join us and build what's next.
If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day.
Otis is the world's leading elevator and escalator manufacturing, installation, and service company. We move 2.4 billion people every day and maintain approximately 2.4 million customer units worldwide, the industry's largest Service portfolio.
You may recognize our products in some of the world's most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 72,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company.
When you join Otis, you become part of an innovative global industry leader with a resilient business model. You'll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you'll gain working alongside the best and brightest, keep us connected and on the cutting edge.
We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs.
Today, our focus more than ever is on people. As a global, people-powered company, we put people - passengers, customers, and colleagues - at the center of everything we do. We are guided by our values that we call our Three Absolutes - prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here ( .
Become a part of the Otis team and help us #Buildwhatsnext!
_Otis is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
We go to great lengths to hire and develop the best people, and offer a supportive environment where employees are motivated and empowered to perform at their full potential. Today, we continue pushing the boundaries of what's possible to thrive in a taller, faster, smarter world.
Is this job a match or a miss?
Apply Now
1
Job Description
**Overview**
This person will be responsible for a remote team of Mid-Market Account Executive Managers focused on growing and defending this critical segment of Mid-Market customers. The primary responsibility of this team is to drive ecosystem adoption of the Intuit Enterprise Suite Platform and revenue growth through Relationship Management and Consultative Selling techniques. We are building a team of Key Account Managers aligned to Intuit strategic locations and are looking for capable sales leaders to lead these teams. This is a leadership position and will be responsible for leading a high-profile sales team that will engage with our largest customers with the Mid-Market Space. Expected travel is 25%.
**Responsibilities**
* Revenue growth through growing and defending a defined set of Mid-Market Customers through improved relationships, retaining more customers and driving growth through our ecosystem of solutions
* Deliver on commitments: achieve assigned measures of success and quarterly stretch goals as well as Annual KPIs
* Contribute to and execute strategic and tactical plans to be delivered through your assigned sales team
* Drive higher revenue, productivity, margin performance in line with corporate objectives and Inuit's growth plans
* Leader, teacher across your team, based on deep expertise in channel and business acumen
* Consistently look for new and innovative ways to drive faster revenue growth in more efficient ways
* Provide people leadership to attract and retain the best talent through structured development
* Emulate the Intuit culture and shape the team environment as you build our capabilities and sales excellence
* Operationalize company strategy, culture, organization and talent within your team and territory, including change management
* Communicate all aspects of your business to stakeholders including performance, progress, challenges, needs
The following are key tasks and activities associated with the above:
* Responsible for a team of ~10 Executive Account Managers
* Focus on managed account direct sales pipeline growth and Intuit + 3rd party ecosystem solutions
* Deep knowledge on digital selling and ecomm ensuring tight execution and alignment between the Sales and Marketing functions
* Execute on go to market and business development initiatives tied to the marketing, demand generation, and partner business lead generation
* Develop winning strategies to drive Intuit technology, service offerings, commercial packaging, and platform strategies to close
* Demonstrate excellent E2E thinking with multi-disciplinary experience and assignments
* Attract, develop and retain top talent
* Effectively balance domain expertise and leadership skills to drive impact and results
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Bay Area California $172,500.00 - 233,500.00
Southern California $172,000.00 - 232,500.00
Colorado $136,500.00 - 184,500.00
Hawaii $143,500.00- 194,000.00
Illinois $136,500.00 - 184,500.00
Massachusetts $143,500.00- 194,000.00
Maryland $136,500.00 - 184,500.00
Minnesota $123,000.00- 166,000.00
New Jersey $143,500.00- 194,000.00
New York $136,500.00 - 184,500.00
Ohio $123,000.00- 166,000.00
Vermont $136,500.00 - 184,500.00
Washington $143,500.00- 194,000.00
Washington DC $136,500.00 - 184,500.00
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit(R): Careers | Benefits).
Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
**Qualifications**
* 8+ years of quota carrying technology / solution sales for business with a minimum of 5 years in sales leadership / manager roles
* Track record of developing breakthrough strategies and inspiring excellent execution through teams
* History working in unity with marketing and partner channels to accelerate customer acquisition, retention, and expansion
* Ability to streamline processes and ensure speed to benefit for customers and employees
* Ability to identify opportunities for operational improvements
* Strong sales acumen, leadership, practice management to drive upsell and cross sell per customer
* Hypothesis and data driven thinking - experience successfully leveraging data to drive decision making
* Proven success in partnering, influencing, and collaborating internally and externally to establish shared passion and goals
* Track record of boundaryless leadership in B2B software growth businesses
* Bachelor's degree or MBA or equivalent work experience
Footer
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ( ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
This person will be responsible for a remote team of Mid-Market Account Executive Managers focused on growing and defending this critical segment of Mid-Market customers. The primary responsibility of this team is to drive ecosystem adoption of the Intuit Enterprise Suite Platform and revenue growth through Relationship Management and Consultative Selling techniques. We are building a team of Key Account Managers aligned to Intuit strategic locations and are looking for capable sales leaders to lead these teams. This is a leadership position and will be responsible for leading a high-profile sales team that will engage with our largest customers with the Mid-Market Space. Expected travel is 25%.
**Responsibilities**
* Revenue growth through growing and defending a defined set of Mid-Market Customers through improved relationships, retaining more customers and driving growth through our ecosystem of solutions
* Deliver on commitments: achieve assigned measures of success and quarterly stretch goals as well as Annual KPIs
* Contribute to and execute strategic and tactical plans to be delivered through your assigned sales team
* Drive higher revenue, productivity, margin performance in line with corporate objectives and Inuit's growth plans
* Leader, teacher across your team, based on deep expertise in channel and business acumen
* Consistently look for new and innovative ways to drive faster revenue growth in more efficient ways
* Provide people leadership to attract and retain the best talent through structured development
* Emulate the Intuit culture and shape the team environment as you build our capabilities and sales excellence
* Operationalize company strategy, culture, organization and talent within your team and territory, including change management
* Communicate all aspects of your business to stakeholders including performance, progress, challenges, needs
The following are key tasks and activities associated with the above:
* Responsible for a team of ~10 Executive Account Managers
* Focus on managed account direct sales pipeline growth and Intuit + 3rd party ecosystem solutions
* Deep knowledge on digital selling and ecomm ensuring tight execution and alignment between the Sales and Marketing functions
* Execute on go to market and business development initiatives tied to the marketing, demand generation, and partner business lead generation
* Develop winning strategies to drive Intuit technology, service offerings, commercial packaging, and platform strategies to close
* Demonstrate excellent E2E thinking with multi-disciplinary experience and assignments
* Attract, develop and retain top talent
* Effectively balance domain expertise and leadership skills to drive impact and results
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Bay Area California $172,500.00 - 233,500.00
Southern California $172,000.00 - 232,500.00
Colorado $136,500.00 - 184,500.00
Hawaii $143,500.00- 194,000.00
Illinois $136,500.00 - 184,500.00
Massachusetts $143,500.00- 194,000.00
Maryland $136,500.00 - 184,500.00
Minnesota $123,000.00- 166,000.00
New Jersey $143,500.00- 194,000.00
New York $136,500.00 - 184,500.00
Ohio $123,000.00- 166,000.00
Vermont $136,500.00 - 184,500.00
Washington $143,500.00- 194,000.00
Washington DC $136,500.00 - 184,500.00
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit(R): Careers | Benefits).
Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
**Qualifications**
* 8+ years of quota carrying technology / solution sales for business with a minimum of 5 years in sales leadership / manager roles
* Track record of developing breakthrough strategies and inspiring excellent execution through teams
* History working in unity with marketing and partner channels to accelerate customer acquisition, retention, and expansion
* Ability to streamline processes and ensure speed to benefit for customers and employees
* Ability to identify opportunities for operational improvements
* Strong sales acumen, leadership, practice management to drive upsell and cross sell per customer
* Hypothesis and data driven thinking - experience successfully leveraging data to drive decision making
* Proven success in partnering, influencing, and collaborating internally and externally to establish shared passion and goals
* Track record of boundaryless leadership in B2B software growth businesses
* Bachelor's degree or MBA or equivalent work experience
Footer
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ( ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
Is this job a match or a miss?
Apply Now
2
Job Description
Job Description
Our client is looking for a confidential Director of Account Management. The role will have a strong focus on team leadership and development, working closely with individuals to improve performance, manage different personalities, and build a collaborative, engaged culture. In addition, this person will partner cross-functionally with Sales, Operations, and leadership to improve internal processes, drive alignment, and enhance the overall customer experience.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Manage and develop a team of 4-6 customer-facing professionals
- Oversee a book of business, ensuring strong client relationships and issue resolution
- Coach and mentor team members, focusing on performance, growth, and engagement
- Partner cross-functionally with Sales, Operations, and other teams to improve customer outcomes
- Drive process improvements and help evolve the team from a reactive customer service model to a more strategic account management function
- Use CRM tools and reporting to track performance, identify trends, and improve efficiency
- Act as the internal advocate for customers, helping escalate and resolve complex issues
Help build structure, organization, and alignment within the team as the department evolves
- 8-10+ years of experience in customer service, customer experience, account management, or operations leadership
- Proven experience managing and developing teams (ideally 4+ direct reports)
- Strong leadership skills with the ability to coach, motivate, and manage different personalities
- Experience owning or supporting a book of business / client relationships (not just call center support)
- Ability to work cross-functionally with teams like Sales and Operations
- Experience improving processes, driving change, or helping restructure a team/function
- Strong analytical mindset with experience using reporting, metrics, or CRM systems to make decisions
- Solid communication skills-comfortable working with both team members and senior leadership
- Bachelor's degree required (Business or related field preferred
Our client is looking for a confidential Director of Account Management. The role will have a strong focus on team leadership and development, working closely with individuals to improve performance, manage different personalities, and build a collaborative, engaged culture. In addition, this person will partner cross-functionally with Sales, Operations, and leadership to improve internal processes, drive alignment, and enhance the overall customer experience.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Manage and develop a team of 4-6 customer-facing professionals
- Oversee a book of business, ensuring strong client relationships and issue resolution
- Coach and mentor team members, focusing on performance, growth, and engagement
- Partner cross-functionally with Sales, Operations, and other teams to improve customer outcomes
- Drive process improvements and help evolve the team from a reactive customer service model to a more strategic account management function
- Use CRM tools and reporting to track performance, identify trends, and improve efficiency
- Act as the internal advocate for customers, helping escalate and resolve complex issues
Help build structure, organization, and alignment within the team as the department evolves
- 8-10+ years of experience in customer service, customer experience, account management, or operations leadership
- Proven experience managing and developing teams (ideally 4+ direct reports)
- Strong leadership skills with the ability to coach, motivate, and manage different personalities
- Experience owning or supporting a book of business / client relationships (not just call center support)
- Ability to work cross-functionally with teams like Sales and Operations
- Experience improving processes, driving change, or helping restructure a team/function
- Strong analytical mindset with experience using reporting, metrics, or CRM systems to make decisions
- Solid communication skills-comfortable working with both team members and senior leadership
- Bachelor's degree required (Business or related field preferred
Is this job a match or a miss?
Apply Now
3
Job Description
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The role is responsible for developing growth strategies and executing account management/engagement programs designed to drive card spend, balances, retention, revenue and profitability for the Consumer Card portfolio. This role requires an individual with deep experience in consumer cards, payments, or lending portfolio account management; strong analytical and strategic thinking capabilities; and the ability to translate client behavior insights into profitable growth, retention, and engagement strategies. The successful candidate will manage cross-functional initiatives and vendor partnerships, influence senior stakeholders, and ensure recommendations and programs align with business objectives, risk considerations, and legal and regulatory requirements.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage the Consumer Card portfolio account management/lifecycle marketing function within Enterprise Payments. Will focus on driving and maximizing profitability and growth.
2. Elevate meaningful and action-oriented analytics and behavior-based segmentation to drive customer development and retention. Drive client engagement through expanding interactions with up-sell strategies and recommendations based on other model-based strategies (modeling examples: results from implementing affinity models, attrition/churn models, profitability models and loyalty models).
3. Create and implement retention strategies to stem attrition and re-win clients, particularly in Truist's key market segments.
4. Analyze and understand portfolio trends. Utilize benchmark studies to identify pockets of opportunity for profitability and growth, as well as gaps in risk and product. Develop strategies and recommend programs to increase transactions, purchase volume, outstanding balances, and line utilizations.
5. Analyze campaign/program results to identify key learnings, insights and recommendations that will inform/optimize future campaign performance
6.
7. Apply strategic thinking and analysis skills, as well as the ability and confidence to make conclusions and recommendations from a business perspective.
8. Participate on cross-functional teams to support organizational objectives, as required. Negotiate positive outcomes through interactions with Senior Management, business partners, assurance functions, and third-party vendors.
9. Continuously broaden and deepen expertise in analytical and management methods via self-directed research and training. Attend and participate in payments and/or credit card forums/associations to enrich professional growth.
10. Create and manage vendor partnerships that support strategic Optimization projects. Build proposals that lead to business requirements, engage with internal sourcing partners to write statements of work, secure resources, and own the execution of work. Ensure proper budgeting and reporting of all contractual agreements are maintained.
11. Serve as a subject matter expert and role model, emphasizing the importance of adherence to legal and regulatory requirements related to Card & Direct to Consumer Lending products. Continuously monitor and evaluate the interchange model and its impact on product structure and program profitability.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in business-related field or equivalent education and related training
2. Eight or more years' experience developing, managing, or optimizing payments, card and/or lending products
3. Strong leadership skills with proven ability to effectively lead cross-functional projects and ability to think strategically
4. Strong analytical, cognitive, and critical thinking skills with ability to translate high-level business plans to meet the line of business' needs
5. Strong verbal and written communication skills, as well as strong organizational and interpersonal skills; ability to communicate effectively with peers, subordinates and superiors within the Corporation, as well as appropriate individuals external to the Corporation (such as regulators/examiners)
6. Conceptual ability to analyze problems and devise solutions
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products and business intelligence tools
8. A growth mindset and professional attitude
9. Strong work ethic and unyielding commitment to quality
10. Ability to work under pressure, handle complex and multiple projects, and maintain an adherence to deadlines.
11. Ability to work with and manage remote teams and teammates Preferred Qualifications:
1. Master's degree in business-related field or banking school, or an equivalent combination of education and experience
2. Experience in product or portfolio optimization management
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The role is responsible for developing growth strategies and executing account management/engagement programs designed to drive card spend, balances, retention, revenue and profitability for the Consumer Card portfolio. This role requires an individual with deep experience in consumer cards, payments, or lending portfolio account management; strong analytical and strategic thinking capabilities; and the ability to translate client behavior insights into profitable growth, retention, and engagement strategies. The successful candidate will manage cross-functional initiatives and vendor partnerships, influence senior stakeholders, and ensure recommendations and programs align with business objectives, risk considerations, and legal and regulatory requirements.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage the Consumer Card portfolio account management/lifecycle marketing function within Enterprise Payments. Will focus on driving and maximizing profitability and growth.
2. Elevate meaningful and action-oriented analytics and behavior-based segmentation to drive customer development and retention. Drive client engagement through expanding interactions with up-sell strategies and recommendations based on other model-based strategies (modeling examples: results from implementing affinity models, attrition/churn models, profitability models and loyalty models).
3. Create and implement retention strategies to stem attrition and re-win clients, particularly in Truist's key market segments.
4. Analyze and understand portfolio trends. Utilize benchmark studies to identify pockets of opportunity for profitability and growth, as well as gaps in risk and product. Develop strategies and recommend programs to increase transactions, purchase volume, outstanding balances, and line utilizations.
5. Analyze campaign/program results to identify key learnings, insights and recommendations that will inform/optimize future campaign performance
6.
7. Apply strategic thinking and analysis skills, as well as the ability and confidence to make conclusions and recommendations from a business perspective.
8. Participate on cross-functional teams to support organizational objectives, as required. Negotiate positive outcomes through interactions with Senior Management, business partners, assurance functions, and third-party vendors.
9. Continuously broaden and deepen expertise in analytical and management methods via self-directed research and training. Attend and participate in payments and/or credit card forums/associations to enrich professional growth.
10. Create and manage vendor partnerships that support strategic Optimization projects. Build proposals that lead to business requirements, engage with internal sourcing partners to write statements of work, secure resources, and own the execution of work. Ensure proper budgeting and reporting of all contractual agreements are maintained.
11. Serve as a subject matter expert and role model, emphasizing the importance of adherence to legal and regulatory requirements related to Card & Direct to Consumer Lending products. Continuously monitor and evaluate the interchange model and its impact on product structure and program profitability.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in business-related field or equivalent education and related training
2. Eight or more years' experience developing, managing, or optimizing payments, card and/or lending products
3. Strong leadership skills with proven ability to effectively lead cross-functional projects and ability to think strategically
4. Strong analytical, cognitive, and critical thinking skills with ability to translate high-level business plans to meet the line of business' needs
5. Strong verbal and written communication skills, as well as strong organizational and interpersonal skills; ability to communicate effectively with peers, subordinates and superiors within the Corporation, as well as appropriate individuals external to the Corporation (such as regulators/examiners)
6. Conceptual ability to analyze problems and devise solutions
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products and business intelligence tools
8. A growth mindset and professional attitude
9. Strong work ethic and unyielding commitment to quality
10. Ability to work under pressure, handle complex and multiple projects, and maintain an adherence to deadlines.
11. Ability to work with and manage remote teams and teammates Preferred Qualifications:
1. Master's degree in business-related field or banking school, or an equivalent combination of education and experience
2. Experience in product or portfolio optimization management
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (
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4
Director, Account Management, Commercial - State Accounts
98057
Kaiser Permanente
Posted today
Job Viewed
Job Description
Technical Summary:
In addition to the job summary and essential responsibilities outlined below, this role is distinguished by the complexity of supporting the organization-s two largest customers, whose memberships span two regions and require high visibility with senior leaders and close collaboration across multiple functions in both WA and NW.
Job Summary:
In addition to the responsibilities listed above, this position is also responsible for directing the development and implementation of complex competitive sales and retention strategies for KPs largest accounts including multi-year benefits strategies; establishing expectations for partnering with customer organizations, key union influencers and/or decision makers, consultants, and other influencers to develop and implement reposition and growth strategies; directing the renewal sales negotiation to achieve the goals of the renewal or sale and align with the customers strategy; overseeing internal partners on the execution of customized account strategies to meet customer needs and provide exemplary service in a highly complex customer environment; providing expert consultation on strategy and expansions into other KP regions, ancillary products, and new populations of eligibles, collaborating with other internal partners as appropriate; directing a cross-functional team (e.g., Client Service Management, physician ambassadors, underwriting, marketing, territory managers, labor liaisons, actuarial, community affairs, government relations) to ensure optimal resource use as account strategies are executed; ensuring that the latest market intelligence, key trends, and customer insights are utilized to influence broader organizational decisions; and demonstrating sensitivity while navigating internal or external issues that may impact KP labor management partnership.
Essential Responsibilities:
+ Prepares individuals for growth opportunities and advancement; builds internal collaborative networks for self and others. Solicits and acts on performance feedback; drives collaboration to set goals and provide open feedback and coaching to foster performance improvement. Demonstrates continuous learning; oversees the recruitment, selection, and development of talent; ensures performance management guidelines and expectations to achieve business needs. Stays up to date with organizational best practices, processes, benchmarks, and industry trends; shares best practices within and across teams. Motivates and empowers teams; maintains a highly skilled and engaged workforce by aligning resource plans with business objectives. Provides guidance when difficult decisions need to be made; creates opportunities for expanded scope of decision making and impact.
+ Oversees the operation of multiple units within a department by identifying member and operational needs; ensures the management of work assignment completion; translates business strategy into actionable business requirements; ensures products and/or services meet member requirements and expectations while aligning with organizational strategies. Gains cross-functional support for business plans and priorities; assumes responsibility for decision making; sets standards, measures progress, and fosters resolution of escalated issues. Communicates goals and objectives; analyzes resources, costs, and forecasts and incorporates them into business plans; prioritizes and distributes resources. Removes obstacles that impact performance; guides performance and develops contingency plans accordingly; ensures teams accomplish business objectives.
+ Manages experience customer and market turnaround by: establishing long-term strategic direction for team member communications with customers, consultants, brokers, and/or channels for contract, benefit/service, and renewal activities and resolve escalations when needed; serving as an expert on product knowledge and directing team members to educate customers, consultants, brokers, and/or channel partners, resolving any questions or concerns; setting best practices for building expertise in prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer and company-wide goals; managing team relationships with engagement team/specialist, and setting long-term strategic direction for engagement programs (e.g., member wellness); and setting long-term strategic direction for providing recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs.
+ Demonstrates commitment to KP sales and retention goals by: directing the team to meet or exceed challenging targets for retention and growth for accounts in the Book of Business; establishing company-wide Key Performance Indicators (KPIs), and monitoring progress using the Customer Relationship Management (CRM) platform; and directing the team in alignment with the sustained growth and competitive position of KP in the market.
+ Contributes to the execution of sales and renewals by: directing broad strategy for RFR processes, troubleshooting and resolving escalations when necessary; establishing and promoting best practices for teams sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; directing teams across the organizations to ensure that contracts, pricing, and membership accounting implement the negotiated terms for sales and renewals; and providing consultation across organizations to develop and implement highly advanced strategies for cross-sell and upsell opportunities to increase growth and retention.
+ Supports internal and external communication by: directing teams across organizations to collaborate on account strategy, and ensuring alignment with company-wide long-term objectives; directing the flow of information across the company to advance and ensure deadlines and objectives are met; providing consultation to teams developing highly advanced recommendations for customer channels on all aspects of health benefits/services strategy and offering; and representing the marketplace perspective to influence strategic direction and decision-making of senior leadership.
Minimum Qualifications:
+ Minimum three (3) years of experience in a leadership role with direct reports.
+ Bachelors degree in Mathematics, Statistics, Engineering, Social/Physical/Life Science, Business, or related field AND minimum nine (9) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field OR minimum twelve (12) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.
+ Disability Insurance License (Washington) within 3 months of hire
Additional Requirements:
+ Knowledge, Skills, and Abilities (KSAs): Change Management; Negotiation; Customer Data; Benefits/Services; Brand Strategy; Market Research; Persuasion; Sales Operations; Sales Opportunity Orchestration; Sales Performance Data; Sales/Partnership Strategy and Techniques; Customer Experience; Goal Setting; Member Service; Underwriting
Preferred Qualifications:
+ Master's degree in Health Administration, Public Health, or Business Administration.
+ Five (5) years of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.
COMPANY: KAISER
TITLE: Director, Account Management, Commercial - State Accounts
LOCATION: Renton, Washington
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
In addition to the job summary and essential responsibilities outlined below, this role is distinguished by the complexity of supporting the organization-s two largest customers, whose memberships span two regions and require high visibility with senior leaders and close collaboration across multiple functions in both WA and NW.
Job Summary:
In addition to the responsibilities listed above, this position is also responsible for directing the development and implementation of complex competitive sales and retention strategies for KPs largest accounts including multi-year benefits strategies; establishing expectations for partnering with customer organizations, key union influencers and/or decision makers, consultants, and other influencers to develop and implement reposition and growth strategies; directing the renewal sales negotiation to achieve the goals of the renewal or sale and align with the customers strategy; overseeing internal partners on the execution of customized account strategies to meet customer needs and provide exemplary service in a highly complex customer environment; providing expert consultation on strategy and expansions into other KP regions, ancillary products, and new populations of eligibles, collaborating with other internal partners as appropriate; directing a cross-functional team (e.g., Client Service Management, physician ambassadors, underwriting, marketing, territory managers, labor liaisons, actuarial, community affairs, government relations) to ensure optimal resource use as account strategies are executed; ensuring that the latest market intelligence, key trends, and customer insights are utilized to influence broader organizational decisions; and demonstrating sensitivity while navigating internal or external issues that may impact KP labor management partnership.
Essential Responsibilities:
+ Prepares individuals for growth opportunities and advancement; builds internal collaborative networks for self and others. Solicits and acts on performance feedback; drives collaboration to set goals and provide open feedback and coaching to foster performance improvement. Demonstrates continuous learning; oversees the recruitment, selection, and development of talent; ensures performance management guidelines and expectations to achieve business needs. Stays up to date with organizational best practices, processes, benchmarks, and industry trends; shares best practices within and across teams. Motivates and empowers teams; maintains a highly skilled and engaged workforce by aligning resource plans with business objectives. Provides guidance when difficult decisions need to be made; creates opportunities for expanded scope of decision making and impact.
+ Oversees the operation of multiple units within a department by identifying member and operational needs; ensures the management of work assignment completion; translates business strategy into actionable business requirements; ensures products and/or services meet member requirements and expectations while aligning with organizational strategies. Gains cross-functional support for business plans and priorities; assumes responsibility for decision making; sets standards, measures progress, and fosters resolution of escalated issues. Communicates goals and objectives; analyzes resources, costs, and forecasts and incorporates them into business plans; prioritizes and distributes resources. Removes obstacles that impact performance; guides performance and develops contingency plans accordingly; ensures teams accomplish business objectives.
+ Manages experience customer and market turnaround by: establishing long-term strategic direction for team member communications with customers, consultants, brokers, and/or channels for contract, benefit/service, and renewal activities and resolve escalations when needed; serving as an expert on product knowledge and directing team members to educate customers, consultants, brokers, and/or channel partners, resolving any questions or concerns; setting best practices for building expertise in prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer and company-wide goals; managing team relationships with engagement team/specialist, and setting long-term strategic direction for engagement programs (e.g., member wellness); and setting long-term strategic direction for providing recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs.
+ Demonstrates commitment to KP sales and retention goals by: directing the team to meet or exceed challenging targets for retention and growth for accounts in the Book of Business; establishing company-wide Key Performance Indicators (KPIs), and monitoring progress using the Customer Relationship Management (CRM) platform; and directing the team in alignment with the sustained growth and competitive position of KP in the market.
+ Contributes to the execution of sales and renewals by: directing broad strategy for RFR processes, troubleshooting and resolving escalations when necessary; establishing and promoting best practices for teams sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; directing teams across the organizations to ensure that contracts, pricing, and membership accounting implement the negotiated terms for sales and renewals; and providing consultation across organizations to develop and implement highly advanced strategies for cross-sell and upsell opportunities to increase growth and retention.
+ Supports internal and external communication by: directing teams across organizations to collaborate on account strategy, and ensuring alignment with company-wide long-term objectives; directing the flow of information across the company to advance and ensure deadlines and objectives are met; providing consultation to teams developing highly advanced recommendations for customer channels on all aspects of health benefits/services strategy and offering; and representing the marketplace perspective to influence strategic direction and decision-making of senior leadership.
Minimum Qualifications:
+ Minimum three (3) years of experience in a leadership role with direct reports.
+ Bachelors degree in Mathematics, Statistics, Engineering, Social/Physical/Life Science, Business, or related field AND minimum nine (9) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field OR minimum twelve (12) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field.
+ Disability Insurance License (Washington) within 3 months of hire
Additional Requirements:
+ Knowledge, Skills, and Abilities (KSAs): Change Management; Negotiation; Customer Data; Benefits/Services; Brand Strategy; Market Research; Persuasion; Sales Operations; Sales Opportunity Orchestration; Sales Performance Data; Sales/Partnership Strategy and Techniques; Customer Experience; Goal Setting; Member Service; Underwriting
Preferred Qualifications:
+ Master's degree in Health Administration, Public Health, or Business Administration.
+ Five (5) years of experience in group health care benefits sales, account management, and/or implementation, or a directly related field.
COMPANY: KAISER
TITLE: Director, Account Management, Commercial - State Accounts
LOCATION: Renton, Washington
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
Is this job a match or a miss?
Apply Now
5
Job Description
**Job Description:**
**Job Summary**
The Director of Media Sales and Account Management will be accountable for overseeing the sales and account management function of Walgreens Advertising Group for a merchandising vertical such as Health & Beauty or Grocery & Seasonal. They will establish and manage the existing sales and account management teams, leading sellers in building a pipeline of opportunities through established agency and brand relationships and winning critical advertising investment in Walgreens Advertising Group as well as leading account managers who translate marketing objectives intold high-performing media plans, manage campaign operations such as audience and creative trafficking to launch campaigns and provide insight-led, growth oriented end campaign results . They will be responsible for driving revenue by working directly with recognized brands and agencies as well as vendor partners to secure advertising revenue through media and data sales strategies. Will maintain focus on long-term, strategic goals, but have an ability to execute against short-term objectives with nimble curiosity and solution-oriented thinking.
**Job Responsibilities**
+ Drives the sales cycle for WAG by building a strong pipeline of demand for WAG advertising solutionsamong both existing and new clients.
+ Actively listens to the needs of advertisers and champions opportunities to drive growth andconsideration of the Walgreens offering in the marketplace.
+ Reviews results of campaigns to continuously look for opportunities to serve clients better, throughenhanced products and capabilities.
+ Serves as a consultant to understand client needs and pitch advertising and data solutions that willbest serve their needs.
+ Works with Sales Development to build and refine sales collateral, presentations, project plans andtraining materials for internal and external audiences.
+ Actively recruits, hires and develops the sales team for sustained growth and success.
+ Engages across the wag organization to help maximize client objectives by doing work in coordinationwith cross functional teams, including Customer Success, Revenue Operations, Solutions Insights, etc.to ensure collaboration from beginning to end of campaign journeys.
+ Applies strong knowledge of the retail media space, as well as data engagements to establishthemself as a trusted resource for clients and team.
+ Develops and mentors staff through onboarding, open communication, training and developmentopportunities and performance management processes; builds and maintains employee morale andmotivation; ensures the team is appropriately staffed with required competencies; fosters a diverseand inclusive workplace.
**About Walgreens**
Founded in 1901, Walgreens ( proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities.
\#LI-CB1
**Job ID:** BR
**Title:** Director, Media Sales & Account Management
**Company Indicator:** Walgreens
**Employment Type:**
**Job Function:** Marketing
**Full Store Address:** 108 WILMOT ROAD,DEERFIELD,IL 60015
**Full District Office Address:** 200 WILMOT RD,DEERFIELD,IL, -2
**External Basic Qualifications:**
+ Bachelor's degree and at least 6 years of experience in sales OR a high school diploma/GED and at least 9 years of experience in sales
+ Excellent communication and presentation skills.
+ Significant experience leading, managing and a sales organization and cross functional team relationship management to achieve aggressive organizational goals
+ Established relationships with relevant advertisers, agency teams, and media agency and mediaholding company relationships to drive consideration and ultimately achieve revenue goals.
+ Detail oriented marketer with a proven track record developing and managing sales collateral,presentations, reports, and project plans
+ At least 2 years of experience contributing to financial decisions in the workplace
+ At least 3 years of direct leadership, indirect leadership and/or cross functional team leadership.
+ Willing to travel up to/at least 50% of the time for business purposes (within state and out of state).
**Preferred Qualifications:**
+ Bachelor's degree and at least 10 to 15 years of experience in sales in the ad tech/media space.
+ Experience with media sales leadership.
+ MBA/Master's degree.
+ Experience in Retail media.
We will consider employment of qualified applicants with arrest and conviction records.
**Shift:**
**Store:**
**Job Summary**
The Director of Media Sales and Account Management will be accountable for overseeing the sales and account management function of Walgreens Advertising Group for a merchandising vertical such as Health & Beauty or Grocery & Seasonal. They will establish and manage the existing sales and account management teams, leading sellers in building a pipeline of opportunities through established agency and brand relationships and winning critical advertising investment in Walgreens Advertising Group as well as leading account managers who translate marketing objectives intold high-performing media plans, manage campaign operations such as audience and creative trafficking to launch campaigns and provide insight-led, growth oriented end campaign results . They will be responsible for driving revenue by working directly with recognized brands and agencies as well as vendor partners to secure advertising revenue through media and data sales strategies. Will maintain focus on long-term, strategic goals, but have an ability to execute against short-term objectives with nimble curiosity and solution-oriented thinking.
**Job Responsibilities**
+ Drives the sales cycle for WAG by building a strong pipeline of demand for WAG advertising solutionsamong both existing and new clients.
+ Actively listens to the needs of advertisers and champions opportunities to drive growth andconsideration of the Walgreens offering in the marketplace.
+ Reviews results of campaigns to continuously look for opportunities to serve clients better, throughenhanced products and capabilities.
+ Serves as a consultant to understand client needs and pitch advertising and data solutions that willbest serve their needs.
+ Works with Sales Development to build and refine sales collateral, presentations, project plans andtraining materials for internal and external audiences.
+ Actively recruits, hires and develops the sales team for sustained growth and success.
+ Engages across the wag organization to help maximize client objectives by doing work in coordinationwith cross functional teams, including Customer Success, Revenue Operations, Solutions Insights, etc.to ensure collaboration from beginning to end of campaign journeys.
+ Applies strong knowledge of the retail media space, as well as data engagements to establishthemself as a trusted resource for clients and team.
+ Develops and mentors staff through onboarding, open communication, training and developmentopportunities and performance management processes; builds and maintains employee morale andmotivation; ensures the team is appropriately staffed with required competencies; fosters a diverseand inclusive workplace.
**About Walgreens**
Founded in 1901, Walgreens ( proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities.
\#LI-CB1
**Job ID:** BR
**Title:** Director, Media Sales & Account Management
**Company Indicator:** Walgreens
**Employment Type:**
**Job Function:** Marketing
**Full Store Address:** 108 WILMOT ROAD,DEERFIELD,IL 60015
**Full District Office Address:** 200 WILMOT RD,DEERFIELD,IL, -2
**External Basic Qualifications:**
+ Bachelor's degree and at least 6 years of experience in sales OR a high school diploma/GED and at least 9 years of experience in sales
+ Excellent communication and presentation skills.
+ Significant experience leading, managing and a sales organization and cross functional team relationship management to achieve aggressive organizational goals
+ Established relationships with relevant advertisers, agency teams, and media agency and mediaholding company relationships to drive consideration and ultimately achieve revenue goals.
+ Detail oriented marketer with a proven track record developing and managing sales collateral,presentations, reports, and project plans
+ At least 2 years of experience contributing to financial decisions in the workplace
+ At least 3 years of direct leadership, indirect leadership and/or cross functional team leadership.
+ Willing to travel up to/at least 50% of the time for business purposes (within state and out of state).
**Preferred Qualifications:**
+ Bachelor's degree and at least 10 to 15 years of experience in sales in the ad tech/media space.
+ Experience with media sales leadership.
+ MBA/Master's degree.
+ Experience in Retail media.
We will consider employment of qualified applicants with arrest and conviction records.
**Shift:**
**Store:**
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Apply Now
6
Supervisor, Inventory Account Management
10176 New York
Cardinal Health
Posted 2 days ago
Job Viewed
Job Description
**Job Summary**
The Supervisor, Inventory Account Management is a dynamic people leader responsible for driving team performance and customer satisfaction within a healthcare supply chain environment. This role requires deep expertise in hospital supply chain operations and a proven ability to lead, develop, and motivate high-performing teams. The successful candidate is a proactive and organized leader who effectively builds relationships and influences stakeholders at all levels, including senior executives, clinicians, and inventory professionals. They will foster a culture of collaboration, accountability, and continuous improvement while demonstrating exceptional communication, business partnership, and problem-solving skills, along with an unwavering commitment to the highest standards of professionalism and service.
**Responsibilities**
+ Direct management responsibility of a field-based team who is contracted to manage customer-owned inventory or perform other outsourced supply chain services. The supervisor may also be contracted to perform similar tasks.
+ Conduct business dealings with customers in a way that creates superior customer experience, starting with initial implementation as well as account management functions. Commitment to deadlines and outcomes is critical.
+ Travel to support customer requirements, new customer implementation, and general team management.
+ Provide oversight and perform tasks associated with improving customers' inventory management practices.
+ Build custom reports to capture billing activities, program savings, and efficiencies.
+ Coordinate transfer and rotation of shared inventory across sites.
+ Provide monthly/quarterly/annual financial reporting.
+ Daily team management (PTO and Sick coverage, training and development).
**Qualifications**
+ Bachelors degree or equivalent work experience preferred.
+ 4+ years of experience preferred.
+ Acute Hospital Supply Chain operations knowledge desired.
+ Strong leadership skills desired.
+ Customer service and account management skills desired.
+ Analytical and strategic thinking desired.
+ Self-motivated with a solution-oriented approach.
+ Exceptional communication and presentation skills desired.
+ Proficiency in Microsoft Office products.
+ Ability to travel about 75% of time.
+ Customer/Vendor credentialing is required (this may include vaccinations). More details will be provided if you are selected for an interview.
**What is expected of you and others at this level**
+ Coordinates and supervises the daily activities of operations, or business support staff.
+ Administers and executes policies and procedures.
+ Ensures employees operate within guidelines.
+ Decisions have a direct impact on work unit operations and customers.
+ Frequently interacts with subordinates, customers and peer groups at various management levels.
+ Interactions normally involve information exchange and basic problem resolution.
**Anticipated salary range:** $84,400 - $132,400
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 7/31/26 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
The Supervisor, Inventory Account Management is a dynamic people leader responsible for driving team performance and customer satisfaction within a healthcare supply chain environment. This role requires deep expertise in hospital supply chain operations and a proven ability to lead, develop, and motivate high-performing teams. The successful candidate is a proactive and organized leader who effectively builds relationships and influences stakeholders at all levels, including senior executives, clinicians, and inventory professionals. They will foster a culture of collaboration, accountability, and continuous improvement while demonstrating exceptional communication, business partnership, and problem-solving skills, along with an unwavering commitment to the highest standards of professionalism and service.
**Responsibilities**
+ Direct management responsibility of a field-based team who is contracted to manage customer-owned inventory or perform other outsourced supply chain services. The supervisor may also be contracted to perform similar tasks.
+ Conduct business dealings with customers in a way that creates superior customer experience, starting with initial implementation as well as account management functions. Commitment to deadlines and outcomes is critical.
+ Travel to support customer requirements, new customer implementation, and general team management.
+ Provide oversight and perform tasks associated with improving customers' inventory management practices.
+ Build custom reports to capture billing activities, program savings, and efficiencies.
+ Coordinate transfer and rotation of shared inventory across sites.
+ Provide monthly/quarterly/annual financial reporting.
+ Daily team management (PTO and Sick coverage, training and development).
**Qualifications**
+ Bachelors degree or equivalent work experience preferred.
+ 4+ years of experience preferred.
+ Acute Hospital Supply Chain operations knowledge desired.
+ Strong leadership skills desired.
+ Customer service and account management skills desired.
+ Analytical and strategic thinking desired.
+ Self-motivated with a solution-oriented approach.
+ Exceptional communication and presentation skills desired.
+ Proficiency in Microsoft Office products.
+ Ability to travel about 75% of time.
+ Customer/Vendor credentialing is required (this may include vaccinations). More details will be provided if you are selected for an interview.
**What is expected of you and others at this level**
+ Coordinates and supervises the daily activities of operations, or business support staff.
+ Administers and executes policies and procedures.
+ Ensures employees operate within guidelines.
+ Decisions have a direct impact on work unit operations and customers.
+ Frequently interacts with subordinates, customers and peer groups at various management levels.
+ Interactions normally involve information exchange and basic problem resolution.
**Anticipated salary range:** $84,400 - $132,400
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 7/31/26 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
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7
Job Description
**Position Summary.**
VIZIO's Platform+ Services team is seeking an Analyst (Media Coordinator) to join their growing team. The Media Coordinator role is a strategic partner to the VIZIO Ad Sales team and our clients. This position plays a key role in ensuring campaign success & communicating key campaign learnings to maximize client growth and retention. This individual will have a passion for process, customer service and will be closely aligned with other client services team members and cross-functional groups. As part of a rapidly growing, faced paced sales environment, this position requires strong communication skills, strong attention to detail and a passion for delivering world-class customer service.
**What you'll do.**
+ Media Coordinators are involved in every step of sales planning, launch, execution & post-sales from client launches to billing.The Media Coordinator will take ownership of individual media campaigns across a number of sales verticals.
+ Media Coordinators willassistAccount Managers with the coordination and execution of media campaigns whichincludesmanaging campaign setup, campaign optimization, and end of campaign reporting.
+ You will play a key role in driving client satisfaction that leads to account renewals and growth.
+ Work closely with Account Managers to collect all necessary deliverables and partner with essential teams for custom units.
+ Partner with our Operations team to ensure all assets and materials aresubmittedto ensurea timelycampaign launch with all orders delivering in full.
+ Manage campaign performance and make optimizations as neededthat supportcampaign KPIs.
+ Prepare end of campaign reports and provide optimization strategies and insights back to Account Managers based on campaign performance.
+ Maintain in-depth knowledge of VIZIO's ad products and relevant specs, guidelines, and business rules.
+ Strong focus on performance monitoring and recap presentations to fuel renewals.
**About You:**
+ Online advertising/digital media or similar industry experience preferred
+ Proficient in Microsoft Products
+ Ability to work cross-functionally with various departmental team leads
+ Exceptional organizational and time-management skills
+ Confident and comfortable working within tight deadlines, under pressure and on multiple work priorities
+ Attention to detail is paramount
+ Excellent written and verbal communication skills
+ Working knowledge of media agencies
+ Able to deliver confidently within a project framework / structure
+ A desire to learndifferent aspectsof the media business
At Walmart, we offer competitive pay as well as performance-based bonus awards and other great benefits for a happier mind, body, and wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include PTO (including sick leave), parental leave, family care leave, bereavement, jury duty, and voting. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable. For information about PTO, see . Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms.
For information about benefits and eligibility, see One.Walmart ( .
The hourly wage range for this position is $31.00 - $61.00* *The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation in the form of premiums may be paid in amounts ranging from $0.35 per hour to $3.00 per hour in specific circumstances. Premiums may be based on schedule, facility, season, or specific work performed. Multiple premiums may apply if applicable criteria are met.
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**Minimum Qualifications.**
_Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications._
Option 1: Bachelor's degree in engineering, info-tech, business, marketing and sales, healthcare, or related field.
Option 2: 1 years' experience in business management, marketing and sales, healthcare, omni channel merchandising, or related field.
**Preferred Qualifications.**
_Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications._
**Primary Location.**
350 5TH AVE, STE 4800 NEW YORK, NY , United States of America
Walmart and its subsidiaries are committed to maintaining a drug-free workplace and has a no tolerance policy regarding the use of illegal drugs and alcohol on the job. This policy applies to all employees and aims to create a safe and productive work environment.
Walmart, Inc. is an Equal Opportunity Employer- By Choice. We believe we are best equipped to help our associates, customers, and the communities we serve live better when we really know them. That means understanding, respecting, and valuing diversity- unique styles, experiences, identities, abilities, ideas and opinions- while being inclusive of all people.
VIZIO's Platform+ Services team is seeking an Analyst (Media Coordinator) to join their growing team. The Media Coordinator role is a strategic partner to the VIZIO Ad Sales team and our clients. This position plays a key role in ensuring campaign success & communicating key campaign learnings to maximize client growth and retention. This individual will have a passion for process, customer service and will be closely aligned with other client services team members and cross-functional groups. As part of a rapidly growing, faced paced sales environment, this position requires strong communication skills, strong attention to detail and a passion for delivering world-class customer service.
**What you'll do.**
+ Media Coordinators are involved in every step of sales planning, launch, execution & post-sales from client launches to billing.The Media Coordinator will take ownership of individual media campaigns across a number of sales verticals.
+ Media Coordinators willassistAccount Managers with the coordination and execution of media campaigns whichincludesmanaging campaign setup, campaign optimization, and end of campaign reporting.
+ You will play a key role in driving client satisfaction that leads to account renewals and growth.
+ Work closely with Account Managers to collect all necessary deliverables and partner with essential teams for custom units.
+ Partner with our Operations team to ensure all assets and materials aresubmittedto ensurea timelycampaign launch with all orders delivering in full.
+ Manage campaign performance and make optimizations as neededthat supportcampaign KPIs.
+ Prepare end of campaign reports and provide optimization strategies and insights back to Account Managers based on campaign performance.
+ Maintain in-depth knowledge of VIZIO's ad products and relevant specs, guidelines, and business rules.
+ Strong focus on performance monitoring and recap presentations to fuel renewals.
**About You:**
+ Online advertising/digital media or similar industry experience preferred
+ Proficient in Microsoft Products
+ Ability to work cross-functionally with various departmental team leads
+ Exceptional organizational and time-management skills
+ Confident and comfortable working within tight deadlines, under pressure and on multiple work priorities
+ Attention to detail is paramount
+ Excellent written and verbal communication skills
+ Working knowledge of media agencies
+ Able to deliver confidently within a project framework / structure
+ A desire to learndifferent aspectsof the media business
At Walmart, we offer competitive pay as well as performance-based bonus awards and other great benefits for a happier mind, body, and wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include PTO (including sick leave), parental leave, family care leave, bereavement, jury duty, and voting. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable. For information about PTO, see . Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms.
For information about benefits and eligibility, see One.Walmart ( .
The hourly wage range for this position is $31.00 - $61.00* *The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation in the form of premiums may be paid in amounts ranging from $0.35 per hour to $3.00 per hour in specific circumstances. Premiums may be based on schedule, facility, season, or specific work performed. Multiple premiums may apply if applicable criteria are met.
ㅤ
ㅤ
ㅤ
ㅤ
**Minimum Qualifications.**
_Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications._
Option 1: Bachelor's degree in engineering, info-tech, business, marketing and sales, healthcare, or related field.
Option 2: 1 years' experience in business management, marketing and sales, healthcare, omni channel merchandising, or related field.
**Preferred Qualifications.**
_Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications._
**Primary Location.**
350 5TH AVE, STE 4800 NEW YORK, NY , United States of America
Walmart and its subsidiaries are committed to maintaining a drug-free workplace and has a no tolerance policy regarding the use of illegal drugs and alcohol on the job. This policy applies to all employees and aims to create a safe and productive work environment.
Walmart, Inc. is an Equal Opportunity Employer- By Choice. We believe we are best equipped to help our associates, customers, and the communities we serve live better when we really know them. That means understanding, respecting, and valuing diversity- unique styles, experiences, identities, abilities, ideas and opinions- while being inclusive of all people.
Is this job a match or a miss?
Apply Now
8
Account Management Ops Representative
Posted 2 days ago
Job Viewed
Job Description
Account Management Ops Representative
Jacksonville, Florida;Pennington, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( Description:**
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!
**Job Description:**
This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.
**Responsibilities:**
+ Performs onboarding and maintenance of accounts and reviewing required account documentation.
+ Responds to client inquiries via numerous channels to support operational efficiency and quality client service
+ Performs basic research, follow-up and resolution of routine research requests
+ Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
+ Provides general operational support including handling inbound calls, mail sorting, and mail distribution
+ Reviews and approves required account documentation
**Line of Business Description:**
After a client sends an onboarding or maintenance request to the Merrill front office, the Loan
Management Account Operations team ensures that all documentation and regulatory requirements have been met and approve the request for automated activation. After activation is complete, the team confirms all system information is correct, so the client can access the product. This team completes a high volume of work within a 48-hour period and follows the New York Stock Exchange holiday schedule.
**Responsibilities:**
+ Performs onboarding and maintenance activities by reviewing highly detailed documents or client account information for accuracy and completeness, finds and resolves discrepancies, and approves or declines requests based on established guidelines and procedures
+ Identifies potential issues, conducts risk assessments for each request type, applies proper risk mitigation steps and escalates complex issues to leadership as needed
+ Researches and resolves data issues by following documented procedures, using trouble shooting guides, and engaging support partners when necessary
+ Responds to internal business partner inquiries about errors or reporting through phone and email to support operational efficiency and quality service
+ Performs basic research and follow-up, manages a case load by prioritizing tasks according to due dates and other factors to ensure prompt completion of work with significant support from a more tenured team member
+ Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational
**Required Qualifications:**
+ Experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work
+ Experience following standard operating procedures, finding errors and working with partners to resolve issues
+ Experience interacting with partners via phone and email and showing strong written and verbal communication
**Desired Qualifications:**
+ Experience using Microsoft Outlook for email
+ Ability to work with and manipulate data using Microsoft Excel to track results
+ Ability to apply knowledge to improve processes
**Skills:**
+ Account Management
+ Customer and Client Focus
+ Oral Communications
+ Research
+ Attention to Detail
+ Collaboration
+ Written Communications
+ Prioritization
+ Recording/Organizing Information
+ Result Orientation
+ Numerical Reasoning
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights ( "** poster.
**View the LA County Fair Chance Ordinance ( .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Jacksonville, Florida;Pennington, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( Description:**
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!
**Job Description:**
This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.
**Responsibilities:**
+ Performs onboarding and maintenance of accounts and reviewing required account documentation.
+ Responds to client inquiries via numerous channels to support operational efficiency and quality client service
+ Performs basic research, follow-up and resolution of routine research requests
+ Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
+ Provides general operational support including handling inbound calls, mail sorting, and mail distribution
+ Reviews and approves required account documentation
**Line of Business Description:**
After a client sends an onboarding or maintenance request to the Merrill front office, the Loan
Management Account Operations team ensures that all documentation and regulatory requirements have been met and approve the request for automated activation. After activation is complete, the team confirms all system information is correct, so the client can access the product. This team completes a high volume of work within a 48-hour period and follows the New York Stock Exchange holiday schedule.
**Responsibilities:**
+ Performs onboarding and maintenance activities by reviewing highly detailed documents or client account information for accuracy and completeness, finds and resolves discrepancies, and approves or declines requests based on established guidelines and procedures
+ Identifies potential issues, conducts risk assessments for each request type, applies proper risk mitigation steps and escalates complex issues to leadership as needed
+ Researches and resolves data issues by following documented procedures, using trouble shooting guides, and engaging support partners when necessary
+ Responds to internal business partner inquiries about errors or reporting through phone and email to support operational efficiency and quality service
+ Performs basic research and follow-up, manages a case load by prioritizing tasks according to due dates and other factors to ensure prompt completion of work with significant support from a more tenured team member
+ Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational
**Required Qualifications:**
+ Experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work
+ Experience following standard operating procedures, finding errors and working with partners to resolve issues
+ Experience interacting with partners via phone and email and showing strong written and verbal communication
**Desired Qualifications:**
+ Experience using Microsoft Outlook for email
+ Ability to work with and manipulate data using Microsoft Excel to track results
+ Ability to apply knowledge to improve processes
**Skills:**
+ Account Management
+ Customer and Client Focus
+ Oral Communications
+ Research
+ Attention to Detail
+ Collaboration
+ Written Communications
+ Prioritization
+ Recording/Organizing Information
+ Result Orientation
+ Numerical Reasoning
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights ( "** poster.
**View the LA County Fair Chance Ordinance ( .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Is this job a match or a miss?
Apply Now
9