367 Client Relations jobs in Elmhurst
Guest Advocate
Job Viewed
Job Description
ALL ABOUT TARGET
As a Fortune 50 company with more than 400,000 team members worldwide, Target is an iconic brand and one of America's leading retailers.
Working at Target means the opportunity to help all families discover the joy of everyday life. Caring for our communities is woven into who we are, and we invest in the places we collectively live, work and play. We prioritize relationships, fuel and develop talent by creating growth opportunities, and succeed as one Target team. At our core, our purpose is ingrained in who we are, what we value, and how we work. It's how we care, grow, and win together.
ALL ABOUT SERVICE & ENGAGEMENT
Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest interaction and recovery. Advocates of both in-store and digital services and solutions who are knowledgeable about capabilities and features that drive adoption, usage and ultimately guest loyalty. Empowered to make shopping quick and easy for guests at the checklanes, guest services, gift registry, pick-up and drive up while ensuring exceptional quality.
At Target, we believe in our team members having meaningful experiences that help them build and develop skills for a career. The role of a Guest Advocate can provide you with the skills and experience of:
- Communicating and interact with guests to build an inclusive guest experience
- Blending problem solving and decision making to positively impact the guest experience and resolve guest concerns
- Adapting to different guest interactions and situations
- Promoting and engaging around various benefits, offerings and services
As a Service Advocate, no two days are ever the same, but a typical day will most likely include the following responsibilities:
- Demonstrate a service culture that prioritizes the guest service experience by delivering the service standard
- Create a welcoming experience by authentically greeting all guests
- Observe to quickly understand whether a guest needs assistance or wants to interact. Follow body language and verbal clues to tailor your approach
- Engage with guests in a genuine way, which includes asking questions to better understand their specific needs
- Be knowledgeable about the tools, products, and services available in the total store, and specific to your area, to solve issues for the guest and improve their experience
- Thank the guest in a genuine way and let them know we're happy they chose to shop at Target
- Scan and bag all guest items efficiently, accurately and in compliance with food safety standards and company best practices
- Work efficiently to minimize guest wait time while maintaining guest service, accuracy, and quality
- Make the guest aware of current and upcoming brand launches, store activities and events
- Know and speak to the benefits of Target Loyalty programs with every guest and assist with application or sign-up as needed
- Understand and show guests how to use Wallet and the other features and offerings within the Target App
- Be familiar with all fulfillment services, and know how to direct the guest to enroll, activate and use them
- Attempt every return and follow register prompts, partnering with immediate Leaders as needed to help solve for the guest while following Targets policies and procedures
- Partnering with Leaders as needed to de-escalating any negative situations and recover the guest shopping experience while following Target's policies and procedures
- Deliver easy and accurate service to all Order Pick Up, Drive Up, and Registry guests
- Maintain a clean, clutter free work area (including gathering abandoned items, baskets, and hangers)
- Stock supplies during store open hours while being available for the guest
- Demonstrate a culture of ethical conduct, safety and compliance
- Work in a safe manner at all times to benefit yourself and others; identify and correct hazards; comply with all safety policies and best practices
- Support guest services such as order pick up (OPU), Drive-up (DU) Orders, including Starbucks DU, and DU Returns and maintain a compliance culture while executing those duties, such as compliance with federal, state, and local adult beverage laws.
- All other duties based on business needs
WHAT WE ARE LOOKING FOR
We might be a great match if:
- Working in a fun and energetic environment makes you excited. We work efficiently and as a team to deliver for our guests
- Providing service to our guests that makes them say I LOVE TARGET! excites you. That's why we love working at Target
- You enjoy interacting with people all day and making things easy for others. Interacting with guests, solving concerns and making the guests day better is core of what we do
- You aren't looking for Monday thru Friday job where you are at a computer all day. We are busy all day (especially on the weekends), making it easy for the guest to feel welcomed, inspired and rewarded
The good news is that we have some amazing training that will help teach you everything you need to know to be a Guest Advocate. But, there are a few skills you should have from the get-go:
- Communicating effectively, including using positive language and attentive to guests needs
- Welcoming and helpful attitude toward guests and other team members
- Attention to detail while multi-tasking
- Willing to educate guests and engage around products and services
- Ability to communicate on multiple frequency devices and operate handheld scanners, and other technology equipment as directed. Work both independently and with a team
- Capability to remain focused and composed in a fast-paced environment and accomplish multiple tasks within established timeframes
We are an awesome place to work and care about our teams, so we want to make sure we are clear on a few more basics that we expect:
- Accurately handle cash register operations and cash transactions
- Capable of working in and exposure to varying temperatures, humidity, and other elements while performing certain job duties including but not limited to Drive-Up, carryout, etc.
- Scan, handle and move merchandise efficiently and safely, including frequently lifting or moving merchandise up to 10pounds and occasionally lifting or moving merchandise up to 44 pounds without additional assistance from others
- Flexible work schedule (e.g., nights, weekends and holidays) and reliable and prompt attendance necessary
- Ability to remain mobile for the duration of a scheduled shift (shift length may vary).
Find competitive benefits from financial and education to well-being and beyond at with Disabilities Act (ADA)
Target will provide reasonable accommodations with the application process upon your request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please visit your nearest Target store or reach out to Guest Services at 1- for additional information.Applications for this role are accepted on an ongoing basis and there is no application deadline. Las solicitudes para este puesto se aceptan de forma continua y no hay fecha límite de solicitud."
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Guest Advocate (Cashier or Front of Store Attendant/Cart Attendant) (T1344)
- 8801 Queens Blvd, Elmhurst, NY, US 11373-4449
- Store Hourly
- Part-time
Apply
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- 8801 Queens Blvd, Elmhurst, NY, US 11373-4449
- Store Hourly
- Part-time
Job Id: R000364722
Starting Hourly Rate / Salario por Hora Inicial: $18.75 USD per hour
ALL ABOUT TARGET
As a Fortune 50 company with more than 400,000 team members worldwide, Target is an iconic brand and one of America's leading retailers.
Working at Target means the opportunity to help all families discover the joy of everyday life. Caring for our communities is woven into who we are, and we invest in the places we collectively live, work and play. We prioritize relationships, fuel and develop talent by creating growth opportunities, and succeed as one Target team. At our core, our purpose is ingrained in who we are, what we value, and how we work. It's how we care, grow, and win together.
ALL ABOUT SERVICE & ENGAGEMENT
Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest interaction and recovery. Advocates of both in-store and digital services and solutions who are knowledgeable about capabilities and features that drive adoption, usage and ultimately guest loyalty. Empowered to make shopping quick and easy for guests at the checklanes, guest services, gift registry, pick-up and drive up while ensuring exceptional quality.
At Target, we believe in our team members having meaningful experiences that help them build and develop skills for a career. The role of a Guest Advocate can provide you with the skills and experience of:
- Communicating and interact with guests to build an inclusive guest experience
- Blending problem solving and decision making to positively impact the guest experience and resolve guest concerns
- Adapting to different guest interactions and situations
- Promoting and engaging around various benefits, offerings and services
As a Service Advocate, no two days are ever the same, but a typical day will most likely include the following responsibilities:
- Demonstrate a service culture that prioritizes the guest service experience by delivering the service standard
- Create a welcoming experience by authentically greeting all guests
- Observe to quickly understand whether a guest needs assistance or wants to interact. Follow body language and verbal clues to tailor your approach
- Engage with guests in a genuine way, which includes asking questions to better understand their specific needs
- Be knowledgeable about the tools, products, and services available in the total store, and specific to your area, to solve issues for the guest and improve their experience
- Thank the guest in a genuine way and let them know we're happy they chose to shop at Target
- Scan and bag all guest items efficiently, accurately and in compliance with food safety standards and company best practices
- Work efficiently to minimize guest wait time while maintaining guest service, accuracy, and quality
- Make the guest aware of current and upcoming brand launches, store activities and events
- Know and speak to the benefits of Target Loyalty programs with every guest and assist with application or sign-up as needed
- Understand and show guests how to use Wallet and the other features and offerings within the Target App
- Be familiar with all fulfillment services, and know how to direct the guest to enroll, activate and use them
- Attempt every return and follow register prompts, partnering with immediate Leaders as needed to help solve for the guest while following Targets policies and procedures
- Partnering with Leaders as needed to de-escalating any negative situations and recover the guest shopping experience while following Target's policies and procedures
- Deliver easy and accurate service to all Order Pick Up, Drive Up, and Registry guests
- Maintain a clean, clutter free work area (including gathering abandoned items, baskets, and hangers)
- Stock supplies during store open hours while being available for the guest
- Demonstrate a culture of ethical conduct, safety and compliance
- Work in a safe manner at all times to benefit yourself and others; identify and correct hazards; comply with all safety policies and best practices
- Support guest services such as order pick up (OPU), Drive-up (DU) Orders, including Starbucks DU, and DU Returns and maintain a compliance culture while executing those duties, such as compliance with federal, state, and local adult beverage laws.
- All other duties based on business needs
WHAT WE ARE LOOKING FOR
We might be a great match if:
- Working in a fun and energetic environment makes you excited. We work efficiently and as a team to deliver for our guests
- Providing service to our guests that makes them say I LOVE TARGET! excites you. That's why we love working at Target
- You enjoy interacting with people all day and making things easy for others. Interacting with guests, solving concerns and making the guests day better is core of what we do
- You aren't looking for Monday thru Friday job where you are at a computer all day. We are busy all day (especially on the weekends), making it easy for the guest to feel welcomed, inspired and rewarded
The good news is that we have some amazing training that will help teach you everything you need to know to be a Guest Advocate. But, there are a few skills you should have from the get-go:
- Communicating effectively, including using positive language and attentive to guests needs
- Welcoming and helpful attitude toward guests and other team members
- Attention to detail while multi-tasking
- Willing to educate guests and engage around products and services
- Ability to communicate on multiple frequency devices and operate handheld scanners, and other technology equipment as directed. Work both independently and with a team
- Capability to remain focused and composed in a fast-paced environment and accomplish multiple tasks within established timeframes
We are an awesome place to work and care about our teams, so we want to make sure we are clear on a few more basics that we expect:
- Accurately handle cash register operations and cash transactions
- Capable of working in and exposure to varying temperatures, humidity, and other elements while performing certain job duties including but not limited to Drive-Up, carryout, etc.
- Scan, handle and move merchandise efficiently and safely, including frequently lifting or moving merchandise up to 10pounds and occasionally lifting or moving merchandise up to 44 pounds without additional assistance from others
- Flexible work schedule (e.g., nights, weekends and holidays) and reliable and prompt attendance necessary
- Ability to remain mobile for the duration of a scheduled shift (shift length may vary).
Find competitive benefits from financial and education to well-being and beyond at with Disabilities Act (ADA)
Target will provide reasonable accommodations with the application process upon your request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please visit your nearest Target store or reach out to Guest Services at 1- for additional information.Applications for this role are accepted on an ongoing basis and there is no application deadline. Las solicitudes para este puesto se aceptan de forma continua y no hay fecha límite de solicitud.
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Associate II - Client Relations
Posted today
Job Viewed
Job Description
Join to apply for the Associate II - Client Relations role at William Blair Join to apply for the Associate II - Client Relations role at William Blair Get AI-powered advice on this job and more exclusive features. Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com. Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent partnership. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams. William Blair Private Wealth Management is seeking an Associate II - Client Relations to act as a trusted resource to both William Blair clients and Wealth Advisors and to provide diligent, timely, and accurate client service by responding to client inquiries and requests. The qualified candidate will own the accuracy of client documentation, ensuring adherence to our compliance and policy regulations, apply understanding of firm products, policies, systems, and current market conditions to support Wealth Advisor teams through client interactions and provide operational support to Wealth Advisors with minimal supervision. In addition, the selected individual will seek out areas for improvement within the team’s processes, communication, and efficiency and participate in ad hoc projects as needed. Responsibilities Include But May Not Be Limited To Assess and respond to client requests in a diligent, timely, and accurate manner with a focus on client onboarding, cash management, account billing, trading (where required) and operational requests. Own the identification and communication of issues/potential problems that may require escalation. Ensure all required client account documentation adheres to William Blair’s legal and compliance. 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Review client information and assist in the preparation of performance reports. May attend client and prospect meetings as an integral member of the Advisor support team when deemed appropriate. Proactively leverage ideas, insight and relationships to help facilitate new and incremental business. Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in additional projects as requested by Advisors and/or management. Take ownership of general administrative tasks, if requested by Wealth Advisor(s), including but not limited to meeting set-up and travel arrangements. Ensure work activities follow established risk controls and are in compliance with applicable rules, regulations, policies and procedures. Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness. Additional responsibilities as requested. Education And Experience Bachelor's Degree or equivalent work experience required. 2 – 4 years of experience required, with financial services industry experience preferred. SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days of employment. Qualifications Client service orientation. Strong ability to organize and prioritize responsibilities and meet strict deadlines. High attention to detail and quality. Strong written and verbal communication skills. Strong ability to work independently and cooperatively in a team environment. Strong ability to collaborate and build trusted relationships. Knowledge of applicable compliance/ security industry rules and regulations. Proficiency in MS Office Suite. A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range $77,200—$5,400 USD William Blair is an equal opportunity employer. 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Note to External Recruiters / Search Firms : William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's Privacy Policies For Job Applicants California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Referrals increase your chances of interviewing at William Blair by 2x Sign in to set job alerts for “Client Relations Associate” roles. 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Associate II, Client Relations
Posted today
Job Viewed
Job Description
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com . Job Description Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent partnership. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams. William Blair Private Wealth Management is seeking an Associate II - Client Relations to act as a trusted resource to both William Blair clients and Wealth Advisors and to provide diligent, timely, and accurate client service by responding to client inquiries and requests. The qualified candidate will own the accuracy of client documentation, ensuring adherence to our compliance and policy regulations, apply understanding of firm products, policies, systems, and current market conditions to support Wealth Advisor teams through client interactions and provide operational support to Wealth Advisors with minimal supervision. In addition, the selected individual will seek out areas for improvement within the team’s processes, communication, and efficiency and participate in ad hoc projects as needed. Responsibilities include but may not be limited to: Assess and respond to client requests in a diligent, timely, and accurate manner with a focus on client onboarding, cash management, account billing, trading (where required) and operational requests. Own the identification and communication of issues/potential problems that may require escalation. Ensure all required client account documentation adheres to William Blair’s legal and compliance. Seek out areas for improvement within the team’s processes, communication, and efficiency. Communicate these to senior team members and collaborate on ways to implement improvements. Regularly update Client Relationship Management (CRM) system. Facilitate the maintenance/updating of clients’ investment profile information. Develop an understanding of clients’ needs and preferences, as well as an understanding of current market conditions and regulatory requirements. Be responsive to changes in the business and compliance environment when communicating with clients. Develop and maintain internal and external relationships focused on enhancing the client experience. Leverage internal resources to ensure the integrated delivery of client solutions. Learn the full scope of client offerings within the firm. Collaborate with senior team members to determine if there are clients who could utilize additional services. Review client information and assist in the preparation of performance reports. May attend client and prospect meetings as an integral member of the Advisor support team when deemed appropriate. Proactively leverage ideas, insight and relationships to help facilitate new and incremental business. Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in additional projects as requested by Advisors and/or management. Take ownership of general administrative tasks, if requested by Wealth Advisor(s), including but not limited to meeting set-up and travel arrangements. Ensure work activities follow established risk controls and are in compliance with applicable rules, regulations, policies and procedures. Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness. Additional responsibilities as requested. EDUCATION AND EXPERIENCE Bachelor's Degree or equivalent work experience required. 2 – 4 years of experience required, with financial services industry experience preferred. SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days of employment. QUALIFICATIONS Client service orientation. Strong ability to organize and prioritize responsibilities and meet strict deadlines. High attention to detail and quality. Strong written and verbal communication skills. Strong ability to work independently and cooperatively in a team environment. Strong ability to collaborate and build trusted relationships. Knowledge of applicable compliance/ security industry rules and regulations. Proficiency in MS Office Suite. #LI-Hybrid A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range $77,200 — $95,400 USD William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams : William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms : William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: Contact us should you have any questions or concerns. #J-18808-Ljbffr
Traveling Client Relations Associate - Site Survey
Posted today
Job Viewed
Job Description
Traveling Client Relations Associate - Site Survey 1 month ago Be among the first 25 applicants Our Team Description Infinity Group is a design-driven architecture and construction firm. We guide those responsible for developing next-generation workspaces across the US, using a methodology that offers clients critical insight and control over their projects at every step, resulting in an elevated process and final product. Our Team Description Infinity Group is a design-driven architecture and construction firm. We guide those responsible for developing next-generation workspaces across the US, using a methodology that offers clients critical insight and control over their projects at every step, resulting in an elevated process and final product. Summary The Client Relations Associate – Site Survey is a critical field-based role responsible for setting up Infinity Group’s projects for success from the outset. By visiting prospective sites and capturing accurate existing conditions, this role directly informs the design, costing, and scheduling phases that follow. The information gathered becomes the foundation for Infinity Group’s Feasibility Budget Report — a key deliverable that guides early client decision-making. This role requires a detail-oriented and self-sufficient individual with construction awareness, strong observational skills, and a high degree of adaptability. You’ll travel extensively across the western U.S., gathering the data and insights that enable our teams to confidently scope and plan each opportunity. While professionalism and client presence matter, your most important responsibility is delivering precise, clear, and actionable site documentation that minimizes downstream risk and keeps projects moving forward. Your Knowledge And Skills 1–3 years of experience in field-based construction, design, real estate, or related roles. Strong attention to detail with high standards for documentation accuracy. Basic understanding of commercial interiors and building systems (MEP, structural, layout). Confident and polished communicator, capable of interfacing with real estate professionals onsite. Able to interpret and annotate architectural drawings with field observations. Self-starter who thrives on travel, autonomy, and managing logistics independently. Tech-savvy with mobile documentation tools, photo organization, and file sharing platforms. Based near a major airport hub with reliable regional and national connections. Your Responsibilities Conduct visual and measured surveys of commercial properties throughout the western U.S. Collect and document existing conditions including architectural layout, structural features, and basic building systems using laser measuring tools and drawing markups. Attend site walk-throughs and meetings with brokers, landlords, and occasionally clients, representing Infinity Group with professionalism and clarity. Produce organized notes, sketches, photographs, and other data to support internal feasibility assessments. Summarize site findings clearly for design and costing teams, ensuring accurate handoff into the Feasibility Budget Report (FBR) process. Upload all site data into internal platforms (CRM, File Management Platform) accurately and on time. Maintain a flexible and responsive travel schedule to meet evolving project needs across the region. How We Measure Your Success Booked Revenue Accuracy, clarity, and completeness of site documentation Timeliness of survey execution and reporting Ability to adapt to varying site conditions and timelines Client and broker satisfaction with initial engagement Reduced risk and accelerated project progression due to quality field capture Physical Requirements Ability to lift up to 15 lbs unaided Must maintain a clean, professional appearance suitable for client- and broker-facing environments Capable of standing, walking, and navigating construction environments during site visits Willingness to travel frequently with overnight stays Compliance with safety protocols as required by local guidelines Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries Architecture and Planning Referrals increase your chances of interviewing at Infinity Group by 2x Get notified about new Client Relations Associate jobs in Chicago, IL . Part-Time Remote Admissions Credentials Representative We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Director, Relationship Management - Diversified Industries

Posted 3 days ago
Job Viewed
Job Description
+ Leads and executes business development plans to that business goals are achieved or exceeded.
+ Provides strategic input into business decisions as a trusted advisor.
+ Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
+ Acts as a subject matter expert on relevant regulations and policies.
+ Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
+ Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
+ May network with industry contacts to gain competitive insights and best practices.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Manages the risk of the assigned complex portfolio in a timely and precise manner.
+ Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
+ Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.
+ Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
+ Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
+ Gathers data to advance sale process and completes all required documentation.
+ Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
+ Tracks implementation requests to keep the process on track with timelines.
+ Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
+ Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
+ Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
+ Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
+ Maintains current client information on Bank system/files to ensure client history is accurate and complete.
+ Ensures accurate billing to clients.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Demonstrated history of successful business development, including ability to network in external markets
+ Demonstrated knowledge of relevant industry verticals and market's competitive environment
+ Experience in contact negotiations with both clients and legal counsel
+ Experience drafting responses to complex RFPs
+ Experience with Sales Strategy and Sales referral process development
+ Risk Management - In-depth
+ Sales and Service Management -In-depth
+ Relationship Management - In-depth
+ Change Leadership - Working
+ Conflict Management & Resolution -In-depth
+ Resource Planning - Working
+ Business Acumen - In-depth
+ Financial and Working Capital Understanding - In-depth
+ Strategic Thinking - Working
+ Seasoned professional with a combination of education, experience and industry knowledge.
+ Verbal & written communication skills - In-depth / Expert.
+ Analytical and problem solving skills - In-depth / Expert.
+ Influence skills - In-depth / Expert.
+ Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
+ Able to manage ambiguity.
+ Data driven decision making - In-depth / Expert.
**Salary:**
$122,400.00 - $228,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Program Director, IT Business Relationship Management
Posted 10 days ago
Job Viewed
Job Description
$61.80 - $95.79 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors.
Position Highlights:
- Position: Program Director, IT Business Relationship Management
- Location: choice of Skokie, IL / Arlington Heights, IL / Warrenville, IL
- Full Time
- Hours: Monday-Friday, 8:00am - 5:00pm
- Hybrid Position
- Periodic travel to other corporate sites (above) required
As a Program Director, Business Relationship Management (BRM) at Endeavor Health, you will be the primary interface between various business units and cross-functional teams within the organization, ensuring alignment of goals, priorities, and resources. You will build and maintain relationships with key stakeholders across the enterprise to ensure that business needs are understood and translated into actionable strategies. You will advocate for the business, proactively identifying opportunities for growth, operational efficiencies, and continuous improvement, ensuring that business initiatives are successfully supported by relevant teams. The BRM will be a strategic partner and a trusted advisor who plays a critical role in ensuring organizational success by enabling collaboration and driving alignment between business needs and operational capabilities.
What you will do:
- Relationship Building : Develop and maintain strong working relationships with key stakeholders across multiple business units to ensure ongoing collaboration and alignment on priorities and goals.
- Business Advocacy : Act as the voice of the business, ensuring that the needs and objectives of business units are clearly communicated to support teams (e.g., IT, finance, operations, etc.) and translated into actionable plans.
- Strategic Alignment : Collaborate with senior leadership to ensure alignment between the organization's strategic goals and business unit initiatives, identifying opportunities to optimize resources and achieve better outcomes.
- Project Support : Partner with project management teams to ensure that business-driven projects are scoped, prioritized, and executed successfully. Provide guidance on resource allocation and ensure projects meet business needs.
- Continuous Improvement : Identify and advocate for opportunities for business process improvements, increased efficiency, and enhanced collaboration across departments.
- Risk Management : Work with business units to proactively identify risks that could impact the success of business initiatives and ensure mitigation strategies are in place.
- Business Needs Translation : Translate business goals and challenges into requirements for support teams, ensuring a clear understanding of priorities, timelines, and deliverables.
- Performance Monitoring : Track and monitor the performance of projects and initiatives, ensuring that business units receive the necessary support to achieve their objectives and providing recommendations for optimization.
- Cross-Functional Collaboration : Facilitate communication between business units and various support functions (e.g., IT, HR, Finance) to ensure business objectives are met and operational issues are resolved in a timely manner.
- Innovation and Growth : Identify and promote new opportunities for business growth and innovation, partnering with teams to implement solutions that drive organizational success.
- Data-Driven Decisions : Collaborate with data teams to ensure that business decisions are informed by insights and analytics, helping to shape future strategies and optimize current initiatives.
- Education : Bachelor's degree in business, Finance, Operations, or a related field required. Master's degree preferred.
- Experience :
- Seven (7) or more years of experience in a business relationship management, strategy, or project management role within a healthcare setting or related industry.
- Three (3) or more years of experience in managing processes, applications, or systems in a healthcare setting or relevant related industries.
- Two (2) or more years of leadership experience as defined as essential to the role.
- Unique or Preferred Skills:
- Experience in a healthcare delivery system or large-scale enterprise setting.
- Strong interpersonal skills, with the ability to build and maintain relationships across all levels of the organization.
- Ability to think strategically and align business needs with organizational goals.
- Proficiency in managing and supporting complex projects, with an emphasis on stakeholder engagement and prioritization.
- Deep understanding of business operations and processes, with the ability to advocate for business needs.
- Excellent verbal and written communication skills to effectively articulate business needs, priorities, and goals to both business and support teams.
- Strong analytical and problem-solving skills, with the ability to identify opportunities for improvement and innovation.
- Proven ability to work effectively in cross-functional teams and drive collaboration across departments.
- Ability to adapt to evolving business environments and manage change effectively.
- Premium pay for eligible employees
- Career Pathways to Promote Professional Growth and Development
- Various Medical, Dental, Pet and Vision options
- Tuition Reimbursement
- Free Parking
- Wellness Program Savings Plan
- Health Savings Account Options
- Retirement Options with Company Match
- Paid Time Off and Holiday Pay
- Community Involvement Opportunities
Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. For more information, visit
When you work for Endeavor Health, you will be part of an organization that encourages its employees to achieve career goals and maximize their professional potential.
Please explore our website ( to better understand how Endeavor Health delivers on its mission to "help everyone in our communities be their best".
Endeavor Health is committed to working with and providing reasonable accommodation to individuals with disabilities. Please refer to the main career page for more information.
Diversity, equity and inclusion is at the core of who we are; being there for our patients and each other with compassion, respect and empathy. We believe that our strength resides in our differences and in connecting our best to provide community-connected healthcare for all.
EOE: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.
Program Director, IT Business Relationship Management
Posted 12 days ago
Job Viewed
Job Description
Hourly Pay Range:
$61.80 - $95.79 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors.Position Highlights:
- Position: Program Director, IT Business Relationship Management
- Location: choice of Skokie, IL / Arlington Heights, IL / Warrenville, IL
- Full Time
- Hours: Monday-Friday, 8:00am - 5:00pm
- Hybrid Position
- Periodic travel to other corporate sites (above) required
Job Summary:
As a Program Director, Business Relationship Management (BRM) at Endeavor Health, you will be the primary interface between various business units and cross-functional teams within the organization, ensuring alignment of goals, priorities, and resources. You will build and maintain relationships with key stakeholders across the enterprise to ensure that business needs are understood and translated into actionable strategies. You will advocate for the business, proactively identifying opportunities for growth, operational efficiencies, and continuous improvement, ensuring that business initiatives are successfully supported by relevant teams. The BRM will be a strategic partner and a trusted advisor who plays a critical role in ensuring organizational success by enabling collaboration and driving alignment between business needs and operational capabilities.
What you will do:
- Relationship Building : Develop and maintain strong working relationships with key stakeholders across multiple business units to ensure ongoing collaboration and alignment on priorities and goals.
- Business Advocacy : Act as the voice of the business, ensuring that the needs and objectives of business units are clearly communicated to support teams (e.g., IT, finance, operations, etc.) and translated into actionable plans.
- Strategic Alignment : Collaborate with senior leadership to ensure alignment between the organization's strategic goals and business unit initiatives, identifying opportunities to optimize resources and achieve better outcomes.
- Project Support : Partner with project management teams to ensure that business-driven projects are scoped, prioritized, and executed successfully. Provide guidance on resource allocation and ensure projects meet business needs.
- Continuous Improvement : Identify and advocate for opportunities for business process improvements, increased efficiency, and enhanced collaboration across departments.
- Risk Management : Work with business units to proactively identify risks that could impact the success of business initiatives and ensure mitigation strategies are in place.
- Business Needs Translation : Translate business goals and challenges into requirements for support teams, ensuring a clear understanding of priorities, timelines, and deliverables.
- Performance Monitoring : Track and monitor the performance of projects and initiatives, ensuring that business units receive the necessary support to achieve their objectives and providing recommendations for optimization.
- Cross-Functional Collaboration : Facilitate communication between business units and various support functions (e.g., IT, HR, Finance) to ensure business objectives are met and operational issues are resolved in a timely manner.
- Innovation and Growth : Identify and promote new opportunities for business growth and innovation, partnering with teams to implement solutions that drive organizational success.
- Data-Driven Decisions : Collaborate with data teams to ensure that business decisions are informed by insights and analytics, helping to shape future strategies and optimize current initiatives.
What you will need:
- Education : Bachelor's degree in business, Finance, Operations, or a related field required. Master's degree preferred.
- Experience :
- Seven (7) or more years of experience in a business relationship management, strategy, or project management role within a healthcare setting or related industry.
- Three (3) or more years of experience in managing processes, applications, or systems in a healthcare setting or relevant related industries.
- Two (2) or more years of leadership experience as defined as essential to the role.
- Unique or Preferred Skills:
- Experience in a healthcare delivery system or large-scale enterprise setting.
- Strong interpersonal skills, with the ability to build and maintain relationships across all levels of the organization.
- Ability to think strategically and align business needs with organizational goals.
- Proficiency in managing and supporting complex projects, with an emphasis on stakeholder engagement and prioritization.
- Deep understanding of business operations and processes, with the ability to advocate for business needs.
- Excellent verbal and written communication skills to effectively articulate business needs, priorities, and goals to both business and support teams.
- Strong analytical and problem-solving skills, with the ability to identify opportunities for improvement and innovation.
- Proven ability to work effectively in cross-functional teams and drive collaboration across departments.
- Ability to adapt to evolving business environments and manage change effectively.
Benefits (For full time or part time positions):
- Premium pay for eligible employees
- Career Pathways to Promote Professional Growth and Development
- Various Medical, Dental, Pet and Vision options
- Tuition Reimbursement
- Free Parking
- Wellness Program Savings Plan
- Health Savings Account Options
- Retirement Options with Company Match
- Paid Time Off and Holiday Pay
- Community Involvement Opportunities
Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. For more information, visit
When you work for Endeavor Health, you will be part of an organization that encourages its employees to achieve career goals and maximize their professional potential.
Please explore our website ( to better understand how Endeavor Health delivers on its mission to "help everyone in our communities be their best".
Endeavor Health is committed to working with and providing reasonable accommodation to individuals with disabilities. Please refer to the main career page for more information.
Diversity, equity and inclusion is at the core of who we are; being there for our patients and each other with compassion, respect and empathy. We believe that our strength resides in our differences and in connecting our best to provide community-connected healthcare for all.
EOE: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.
Vice President, Relationship Management - Commercial Banking

Posted 3 days ago
Job Viewed
Job Description
+ Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
+ Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.
+ Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
+ May coordinate closing with closing department, clients and attorneys.
+ Serves as a daily escalation resource to ensure client expectations are met or exceeded.
+ Advises clients on loan products, options, rates, terms and collateral requirements.
+ May advise business clients on cash management/deposits solutions.
+ Advises clients, where possible, on business management and other financial matters.
+ Develops and manages Commercial banking relationships, plans for prospective clients;
+ may include focused calling and pipeline management activities.
+ Acts as the prime subject matter expert for internal/external stakeholders.
+ Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
+ Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
+ Monitors and tracks performance, and addresses any issues.
+ Ensures proper documentations for loans and cash management services.
+ Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
+ Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
+ Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
+ Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
+ Follows up after closing to insure all documents are completed and filed.
+ Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
+ Gathers data to advance sale process and completes all required documentation.
+ Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
+ Tracks implementation requests to keep the process on track with timelines.
+ Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
+ Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
+ Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
+ Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
+ Maintains current client information on Bank system/files to ensure client history is accurate and complete.
+ Ensures accurate billing to clients.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$88,800.00 - $165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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Regional Manager SMB Relationship Management Sales Solutions
Posted 10 days ago
Job Viewed
Job Description
The way corporate buyers make purchase decisions today has changed. There is more information available online and social networks are increasingly influencing prospective buyers. Additionally, there is a notable trend in consensus-driven decision making which requires sellers today to be more broadly connected to influencers in the purchase decision. Combine this shift with the poor performance of cold calls and sales organizations now have a reason to reexamine existing sales processes and to catalyze change. LinkedIn's Sales Solutions business enables sales professionals to leverage their professional brand to fill their pipeline with the right people, insights, and relationships. We help sales professionals turn cold calls into warm opportunities. THE ROLE: LinkedIn's Sales Solutions business is a rapidly growing business unit within LinkedIn's Global Sales Organization. We are looking for a sales leader to join our Relationship Management team to help us transform the B2B sales industry. RESPONSIBILITIES INCLUDE: Manage, hire, train and develop a team of sales execs – 6-10 reps Lead through LinkedIn’s culture and values – be a culture and values ambassador Provide thought leadership in the market in the areas of social selling and sales transformation Collaborate with cross-functional teams such as recruiting, product consulting, sales effectiveness, sales development, and marketing to support the success of your region Achieve quarterly and annual revenue targets ~1/4 travel (domestic) is required BASIC REQUIREMENTS: Experience in B2B sales: 7+ years total PREFERRED REQUIREMENTS: 3+ years leading sales regions Top performer, ”star” history: performance ratings in top bucket/category at prior employers Social selling advocate and influencer Ability to drive and manage cross-functional projects to drive scale Strong executive presence: gravitas and ability to influence at the C-level High integrity, team-focused approach: collaboration skills to build alliances across the company Execution-oriented to build pipeline and achieve revenue targets in a predictable way #J-18808-Ljbffr
Sr. Product Owner - Customer Relationship Management (CRM)

Posted 3 days ago
Job Viewed
Job Description
International is undergoing a transformation from being a supplier of trucks, buses and engines to a being a supplier of complete and sustainable transport solutions and is strongly committed in evolving its digital capabilities and tools.
We have a great opportunity on our Team for a Sr. Product Owner - Customer Relationship Management (CRM) based in our Lisle, Illinois Corporate Headquarters.
The ideal candidate will have a strong background in CRM technologies, excellent communication skills, and a proven track record of successfully managing product lifecycles from conception to launch.
The individual will interact with the stakeholders, developers, analysts, and business leads to create a strategic prioritization of features, adding value and drive innovation and revenue who will serve as the soup-to-nuts product leader from ideation and requirements gathering through deployment and lifecycle management.
Responsibilities
+ Product Vision and Strategy:
+ Support the Develop ment and communicate the product vision and strategy for the CRM system.
+ Align product goals with business objectives and customer needs.
+ Backlog Management:
+ Create, prioritize, and maintain the product backlog.
+ Ensure that the development team has a clear understanding of the product requirements and priorities.
+ Stakeholder Collaboration:
+ Work closely with stakeholders, including sales, marketing, customer support, and IT, to gather requirements and feedback.
+ Facilitate communication between stakeholders and the development team.
+ Product Development:
+ Collaborate with the development team to define and refine user stories and acceptance criteria.
+ Participate in sprint planning, reviews, and retrospectives.
+ Ensure timely delivery of high-quality product increments.
+ Performance Monitoring:
+ Monitor product performance and user engagement metrics.
+ Identify areas for improvement and implement changes to enhance the product.
Minimum Requirements
+ Bachelor's degree
+ At least 9 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
OR
+ Master's degree
+ At least 5 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
OR
+ At least 12 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
Additional Requirements
+ Qualified candidates, excluding current employees, must be legally authorized on an unrestricted basis (US Citizen, Legal Permanent Resident, Refugee or Asylee) to be employed in the United States. We do not anticipate providing employment related work sponsorship for this position (e.g., H-1B status)
Desired Skills
+ Strong understanding of CRM technologies and best practices.
+ Excellent communication, presentation, and interpersonal skills.
+ Ability to work collaboratively with cross-functional teams.
+ Strong analytical and problem-solving skills.
+ Experience with Agile methodologies and tools (e.g., Scrum, Kanban, Jira).
+ Proven experience in managing the product lifecycle from concept to launch.
+ Experience with specific CRM platforms (e.g., Salesforce, Microsoft Dynamics, HubSpot).
+ Certification as a Product Owner (e.g., CSPO, PSPO).
+ Familiarity with data analytics and reporting tools.
Benefits and Compensation
We provide a competitive total rewards package which ensures job satisfaction both on and off the job. We offer market-based compensation, health benefits, 401(k) match, tuition assistance, EAP, legal insurance, an employee discount program, and more.
For this position, the expected salary range will be commensurate with the candidate's applicable skills, knowledge and experience.
You can learn more about our comprehensive benefits package at Overview
ABOUT TRATON
With its brands Scania, MAN, International, and Volkswagen Truck & Bus, TRATON SE is the parent and holding company of the TRATON GROUP and one of the world's leading commercial vehicle manufacturers. The Group's product portfolio comprises trucks, buses, and light-duty commercial vehicles. "Transforming Transportation Together. For a sustainable world.": this intention underlines the Company's ambition to have a lasting and sustainable impact on the commercial vehicle business and on the Group's commercial growth.
ABOUT INTERNATIONALFrom a one-man company built on the world-changing invention of the McCormick reaper in 1831, to the 15,000-person-strong company we are today,?few companies can lay claim to a history like International. Based in Lisle, Illinois, International Motors, LLC* creates solutions that deliver greater uptime and productivity to our customers throughout the full operation of our commercial vehicles. We build International® trucks and engines and IC Bus® school and commercial buses that are as tough and as smart as the people who drive them. We also develop Fleetrite® aftermarket parts. In everything we do, our vision is to accelerate the impact of sustainable mobility to create the cleaner, safer world we all deserve. As of 2021, we joined Scania, MAN and Volkswagen Truck & Bus in TRATON GROUP, a global champion of the truck and transport services industry. To learn more, visit ( .
*International Motors, LLC is d/b/a International Motors USA in Illinois, Missouri, New Jersey, Ohio, Texas, and Utah.
EEO Statement
We are an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you are a qualified individual with a disability and require a reasonable accommodation to access the online application system or participate in the interview process due to your disability, please email? ?to request assistance. Kindly specify Job Requisition Number / Job Title and Location in response. Otherwise, your request may not be considered.
Vice President, Commercial Banking Relationship Management - Diversified Industries

Posted 3 days ago
Job Viewed
Job Description
+ Leads and executes business development plans to that business goals are achieved or exceeded.
+ Provides strategic input into business decisions as a trusted advisor.
+ Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
+ Acts as a subject matter expert on relevant regulations and policies.
+ Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
+ Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
+ May network with industry contacts to gain competitive insights and best practices.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Manages the risk of the assigned complex portfolio in a timely and precise manner.
+ Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
+ Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.
+ Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
+ Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
+ Gathers data to advance sale process and completes all required documentation.
+ Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
+ Tracks implementation requests to keep the process on track with timelines.
+ Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
+ Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
+ Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
+ Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
+ Maintains current client information on Bank system/files to ensure client history is accurate and complete.
+ Ensures accurate billing to clients.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Demonstrated history of successful business development, including ability to network in external markets
+ Demonstrated knowledge of relevant industry verticals and market's competitive environment
+ Experience in contact negotiations with both clients and legal counsel
+ Experience drafting responses to complex RFPs
+ Experience with Sales Strategy and Sales referral process development
+ Risk Management - In-depth
+ Sales and Service Management -In-depth
+ Relationship Management - In-depth
+ Change Leadership - Working
+ Conflict Management & Resolution -In-depth
+ Resource Planning - Working
+ Business Acumen - In-depth
+ Financial and Working Capital Understanding - In-depth
+ Strategic Thinking - Working
+ Seasoned professional with a combination of education, experience and industry knowledge.
+ Verbal & written communication skills - In-depth / Expert.
+ Analytical and problem solving skills - In-depth / Expert.
+ Influence skills - In-depth / Expert.
+ Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
+ Able to manage ambiguity.
+ Data driven decision making - In-depth / Expert.
**Salary:**
$122,400.00 - $228,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.