1,147 Crm Director jobs in the United States
Customer Relationship Management Coordinator
Posted 4 days ago
Job Viewed
Job Description
This range is provided by ROCS Grad Staffing. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range
$70,000.00/yr - $80,000.00/yr
Direct message the job poster from ROCS Grad Staffing
About the Role
We are seeking a Client Engagement Coordinator to manage and optimize our CRM system (HubSpot) and support marketing operations. This role plays a key part in ensuring accurate data, effective client communications, and seamless campaign execution. This is an excellent opportunity for a marketing professional with strong CRM and reporting skills who enjoys working in a collaborative, professional services environment.
Key Responsibilities- Administer and maintain HubSpot, ensuring data accuracy and segmentation.
- Coordinate and execute email marketing campaigns.
- Import new client and contact data from events, webinars, and other sources.
- Generate reports in Excel and HubSpot to analyze KPIs and campaign performance.
- Collaborate with internal teams to resolve data concerns and streamline processes.
- Create and manage automated workflows within HubSpot.
- Conduct regular audits to ensure data hygiene and compliance with GDPR and CAN-SPAM.
- Support integration with other platforms and identify opportunities for optimization.
- Assist with client communications (alerts, blogs, newsletters) and event list management.
- Manage holiday gifting and e-card distribution.
- Bachelors degree in Marketing, Business, Communications, or related field.
- 35 years of marketing experience in a professional services environment (legal, accounting, or similar).
- 13 years of hands-on experience with HubSpot (or similar CRM/email platform).
- Strong Excel skills, including reporting and KPI tracking.
- Familiarity with email marketing tools (e.g., Mailchimp) and basic HTML for email templates.
- Excellent attention to detail, organization, and project management skills.
- Strong communication skills (written and oral) and professional judgment.
- Ability to work independently and within a collaborative team environment.
- Seniority level: Associate
- Employment type: Full-time
- Job function: Administrative, Sales, and Customer Service
- Industries: Staffing and Recruiting and Legal Services
#J-18808-Ljbffr
Client Partner- Customer Relationship Management
Posted 5 days ago
Job Viewed
Job Description
To Manage Sales and Delivery for Strategic Customer accounts and to ensure growth & profitability of the accounts. Responsible for continuous improvement in the customer Satisfaction and Employee Satisfaction index.
Key Responsibilities include the following:
1. Revenue P&L Management - Drive Revenue/ Profit growth targets.
2. Customer Relationship Management at CXO Level.
3. Delivery Management - Ensure Cross geographic synergy and Managing in Cross Geographic Delivery execution. Managing Key Metrics that matters.
4. Resource Planning - Optimal utilization of resources towards effective implementation.
5. Team Management - Manage Direct repartees and set challenging and clear goals.
6. Personal Development.
Client Partner Customer Relationship Management
Posted 5 days ago
Job Viewed
Job Description
About the Job
Client Relationship Management:
Building and maintaining strong relationships with clients (CXOs and his reportees), acting as a point of contact, and addressing their needs.
Business Development:
Identifying and pursuing new business opportunities within existing client accounts, as well as prospecting for new clients.
Account Planning:
Developing and executing account plans that outline strategies for growth, risk mitigation, and client engagement.
Solution Delivery:
Collaborating with delivery teams to ensure successful implementation of services and solutions, meeting client expectations.
Client Satisfaction:
Monitoring client outcomes, addressing concerns, and ensuring ongoing satisfaction. Work with a friendly, welcoming, and self-motivated attitude to provide the best possible customer experience and centricity
Thought Leadership, Automation and Innovation:
Providing insights and thought leadership to clients on industry trends and best practices.
Collaboration:
Working effectively with cross-functional teams, including sales, marketing, and delivery, to achieve common goals.
Revenue Generation and continuous growth:
Driving revenue growth through new business development and account expansion. Develop and assess account strategies to meet revenue targets
Training and Development:
Providing training to clients and internal teams on new products or services.
Industry Experience & Problem Solving:
Understanding of Utility Business Industry. Proactively identifying and resolving issues or challenges that may arise.
Qualifications:
• Graduate /Post Graduate Degree in Engineering and Technology
• 13-15 years of experience
• 5 days in office
Sr. Specialist, Customer Relationship Management
Posted 17 days ago
Job Viewed
Job Description
L3Harris Technologies is the Trusted Disruptor in the defense industry. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security.
Job Title: Sr. Specialist, Customer Relationship Management
Job Code: 28284
Job Location: Melbourne, FL
Job Schedule: 9/80: Employees work 9 out of every 14 days - totaling 80 hours worked - and have every other Friday off
Job Description:
We are seeking a highly skilled and detail-oriented Senior Analyst, CRM to join our team and play a key role in managing and optimizing our Customer Relationship Management (CRM) systems. The ideal candidate will have a strong background in CRM analytics, data management, and system optimization, with the ability to translate business needs into actionable insights and solutions. This role requires a strategic thinker who can collaborate across teams to drive customer engagement, improve operational efficiency, and support business growth.
Essential Functions:
+ Oversee the day-to-day operations of the CRM system, ensuring data accuracy, system functionality, and user adoption.
+ Configure and maintain CRM workflows, dashboards, and reports to meet business requirements.
+ Analyze CRM data to identify trends, opportunities, and areas for improvement.
+ Develop and deliver actionable insights to support marketing, sales, and customer service teams.
+ Create and maintain regular reports and dashboards to track key performance indicators (KPIs).
+ Collaborate with cross-functional teams to streamline CRM processes and improve system efficiency.
+ Identify opportunities for automation and implement solutions to enhance productivity.
+ Work closely with business units to understand their needs and translate them into CRM system enhancements.
+ Act as a liaison between technical teams and business stakeholders to ensure alignment and effective communication.
+ Ensure the accuracy, completeness, and security of CRM data.
+ Develop and enforce data governance policies and best practices.
+ Provide training and support to CRM users, ensuring they understand system functionality and best practices.
+ Troubleshoot and resolve CRM-related issues in a timely manner.
+ Stay updated on CRM system updates, new features, and industry trends.
+ Recommend and implement system enhancements to improve functionality and user experience.
+ Leverage CRM data to develop a deeper understanding of customer behavior and preferences.
+ Support the development of targeted marketing campaigns and personalized customer experiences.
Qualifications:
+ Bachelor's Degree and minimum 6 years of prior relevant experience. Graduate Degree and a minimum of 4 years of prior related experience. In lieu of a degree, minimum of 10 years of prior related experience.
+ Minimum 5-7 years of experience in CRM management, data analysis, or a related field.
Preferred Additional Skills:
+ Proven track record of optimizing CRM systems and delivering actionable insights.
+ Hands-on experience with Microsoft Dynamics CRM, including system configuration, customization, and integration.
+ Proficiency in other CRM platforms such as Salesforce, HubSpot, or similar systems is a plus.
+ Strong analytical skills and experience with data visualization tools (e.g., Tableau, Power BI).
+ Knowledge of SQL, Excel, and other data management tools.
+ Excellent problem-solving and critical-thinking abilities.
+ Strong verbal and written communication skills, with the ability to present complex data clearly.
+ Proven ability to work collaboratively with cross-functional teams and stakeholders.
+ Ability to thrive in a fast-paced, dynamic environment and manage competing priorities effectively.
+ Microsoft Dynamics Certification is highly desirable.
+ Salesforce Administrator or other relevant CRM certifications are a plus.
+ Experience in industries such as retail, e-commerce, or professional services is a plus.
+ Familiarity with marketing automation tools and sales enablement strategies.
+ Experience in mapping and optimizing customer journeys using CRM data.
#LI-NR1
L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law.
Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information.
By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions.
L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English ( or Spanish ( . For information regarding your Right To Work, please click here for English ( or Spanish ( .
Customer Relationship Management (CRM) Technical Lead
Posted 1 day ago
Job Viewed
Job Description
At Boeing, we innovate and collaborate to make the world a better place. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.
The Boeing Company's Information Digital Technology & Security (IDT&S) organization is currently seeking a **Customer Relationship Management (CRM) Technical Lead** to join the team as a Technical Lead in **Seattle, WA** or **Renton, WA** .
Step into the role of CRM Technical Lead, where you will drive technology solutions for our Boeing Commercial Airplanes (BCA) and Boeing Defense, Space & Security (BDS) business units! In this exciting position, you will design and implement innovative solutions that enhance and integrate our customer information systems, empowering sales and marketing functions across the enterprise while ensuring data accuracy, accessibility, and security.
You will be accountable for the technical delivery of solutions related to customer information data management and customer relationship management applications, including data warehousing, Extract-Transform-Load (ETL) processes, and database management, as well as Salesforce CRM. Your work will align with business objectives, enterprise architecture, and future-ready platforms.
As the selected candidate, you will collaborate closely with BCA and BDS business stakeholders, providing solution design guidance, technical coaching, and leading sprint execution. You will also contribute to the AI roadmap through intelligent automation, supporting both CRM and non-CRM workstreams, such as Sales & Marketing Data Warehouse (SMDW) data architecture and analytics integration.
**Position Responsibilities:**
+ Provide technical direction, advice, and mentorship to team members, especially junior developers/resources
+ Make high-level architectural and design decisions for solutions that deliver business value, in coordination with Enterprise and Solution Architects
+ Lead the architecture, development, and integration of customer information management solutions across BCA and BDS programs
+ Partner closely with BCA and BDS business teams to translate user stories and product requirements into scalable technical architectures and sprint-ready tasks
+ Guide cross-functional teams, including internal developers and external vendors through the full technical delivery lifecycle: sprint planning, backlog refinement, solution reviews, and deployment
+ Lead and support customer information management initiatives such as the future-state architecture for sales and marketing data warehousing and integration, ensuring scalable data architecture and analytics-readiness in coordination with Data Architect roles and platform teams
+ Conduct code reviews, enforce best practices, and mentor technical team members to uphold high development standards
+ Ensure adherence to DevSecOps practices through the use of tools such as Copado for CI/CD and release automation
+ Collaborate with Enterprise Architecture, Security, and Infrastructure teams to deliver secure, scalable, and compliant solutions
+ Troubleshoot complex cross-system issues and drive continuous improvement in development velocity, quality, and stakeholder satisfaction
+ Collaborate with business stakeholders and product teams to understand and address both CRM and adjacent data system needs
+ Contribute to innovation, solutioning, and performance improvement across technical initiatives
+ Support for Azure DevOps (ADO) for backlog management, sprint execution, and DevSecOps integration
**Basic Qualifications (Required Skills/Experience):**
+ Bachelor's degree or higher
+ 7+ years of experience in information technology
+ 7+ years of experience Salesforce CRM development, architecture, and solution delivery across Sales, Service, and Experience Clouds
+ 7+ years of experience in Salesforce integration patterns (REST/SOAP APIs, Platform Events, Named Credentials) and integrating with external systems at scale
+ 7+ years of experience Salesforce Data Modeling, large data volume management, and SMDW-aligned schema integration (e.g., Snowflake, Redshift)
+ 7+ years of experience with Salesforce DX, Git-based source control, and CI/CD pipelines (Gearset, Copado, Jenkins)
+ 7+ years of experience Salesforce Einstein (Prediction Builder, Bots, Discovery) and ability to integrate third-party AI/ML models into Salesforce workflows
+ 7+ years of experience in Apex, Lightning Web Components (LWC), SOQL/SOSL, and Salesforce Flows with strong debugging and performance tuning
+ 5+ years of experience working with multi-cloud environments, partner communities, and managing metadata in regulated environments
**Preferred Qualifications (Desired Skills/Experience):**
+ Salesforce certifications such as Application Architect, System Architect, Integration Architect, or equivalent (e.g., Sharing & Visibility Designer, Data Architecture Designer)
+ Experience delivering Salesforce solutions in large, matrixed enterprises such as aerospace, manufacturing, or defense domains with regulated environments
+ Experience in Agile delivery frameworks using tools like Jira and Confluence
+ Experience with DevSecOps practices and tools such as Copado
+ Experience mentoring developers, leading vendor delivery teams, and influencing stakeholders across technical and business functions
+ Experience working in multi-org Salesforce environments with exposure to global rollouts, change management, and data governance policies
**Drug Free Workplace:**
Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.
**Pay & Benefits:**
At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.
The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Pay is based upon candidate experience and qualifications, as well as market and business considerations.
Summary pay range: $153,000 - $207,000
Applications for this position will be accepted until **Oct. 10, 2025**
**Export Control Requirements:** This is not an Export Control position.
**Education**
Bachelor's Degree or Equivalent Required
**Relocation**
This position offers relocation based on candidate eligibility.
**Visa Sponsorship**
Employer will not sponsor applicants for employment visa status.
**Shift**
This position is for 1st shift
**Equal Opportunity Employer:**
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
Digital Product Manager - Customer Relationship Management
Posted 8 days ago
Job Viewed
Job Description
Location:
Greensboro, NC, US, 27409
Position Type: Professional
Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport and infrastructure solutions for the future. If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then we could be a perfect match.
**What you will do**
As the Digital Product Manager, you will be key in aligning with the business strategy and evolve the product including vision, strategy, goals, roadmap, and budget through the lifetime of the digital initiative. These will be some selected responsibilities:
· As an automotive OEM, the DPM should manage the end to end view to support customer relationship needs for digital and hard products.
· Define digital product vision, strategy, goals, and roadmaps.
· Secure that business & digital initiative strategy and goals are visualized and well understood
· Maintain overview of products offered within product area and ensure business flow is adequately supported.
· Manage and lead interactions with stakeholders and end users.
· Regularly collect feedback on implemented work through measures, analytics, and end user input
· Ensure the entire user experience are designed with the user at the center and secure the product brings continuous value
· Provide thorough analysis and insights of market, technology, product trends and the competitive landscape
· Identify dependencies, including on stable teams and individual contributors
· Plan and forecast resource needs in connection to One Rhythm
· Drive planning cycle for product, including roadmap, resource needs and budget required.
· Ensure digital products fulfill all legal, compliance and security demands.
· Secure release and roll-out plan, including change management and training approach.
· Identify successes, issues, risks, and potential actions to be escalated.
· Cultivate strong collaboration and teamwork.
**Who are you?**
We believe you want to take your career to the next level, working with amazing people around the world. To be successful in this position we believe you have a university degree or equivalent, and experience from leading functionally, preferably within IT management.
Furthermore, we believe this role requires experience from working towards digital product orientation and agile ways of working as well as knowledge of information technology trends.
You will need understanding of the cost drivers in systems delivery and operations and the business consequences of the technical decisions made and good familiarity with the disciplines of enterprise digital development and technical architecture.
In addition to this, you are a passionate believer in lifelong learning. You should feel energized by working both independently and interdependently, have proven skills in cross-functional collaboration and thrive in managing, foster, and enable both the perform and the transform angles of the job.
**Are we a good match?**
To reach our vision and deliver on our strong commitments, we need to pair "the will" with "the skill". That is why our leadership principles are behavioral based. The principles Lead with Passion, Perform with Purpose and Transform with Vision are our values in action, and they will strengthen our culture.
In your role as Digital Product Manager, we expect you to develop your area of responsibility by having the ability to define the right priorities based on a customer centric mindset. We encourage the ability to drive business forward and act upon opportunities and ideas and transform them into value (financial, cultural, or social).
We create a sense of unity and trust by nurturing open dialogues and collective work.
**Ready for the next move?**
Are you excited to bring your skills and ideas to the table? We can't wait to hear from you. Apply today!
At the Volvo Group, we strive for a clear, transparent, and straightforward compensation approach, motivating you to contribute to the company's growth. For this position, the base pay is set at $111,100.00 - $137,200.00 annually, and where applicable, bonus eligible. The range for this role, as well as final salary offered, is determined by several factors including, but not limited to, geographic location, work-related knowledge, certifications, skills, education, and experience. In addition to these factors, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
In addition to a solid package of compensation and benefits, plus you will enjoy:
- Competitive medical, dental and vision insurance.
- Generous paid time off.
- Competitive matching retirement savings plans.
- Working environment where your safety, health and wellbeing come first.
- Focus on professional and personal development through Volvo Group University.
- Programs that make today's challenging reality of combining work and personal life easier.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
We value your data privacy and therefore do not accept applications via mail.
**Who we are and what we believe in**
We are committed to shaping the future landscape of efficient, safe, and sustainable transport solutions. Fulfilling our mission creates countless career opportunities for talents across the group's leading brands and entities.
Applying to this job offers you the opportunity to join **Volvo Group** . Every day, you will be working with some of the sharpest and most creative brains in our field to be able to leave our society in better shape for the next generation. We are passionate about what we do, and we thrive on teamwork. We are almost 100,000 people united around the world by a culture of care, inclusiveness, and empowerment.
Founded in 1900, **Mack Trucks** is an iconic brand that embodies the American spirit: pioneering, hard-working, authentic and ambitious. Mack trucks are recognized around the world as "The American Truck You Can Count On," thanks to our durable, reliable and application-driven vehicles that get the job done.
**Volvo Trucks** , founded in Sweden in the late 1920s, is a brand centered around innovating for people - to make life easier, better, and safer. We are determined to lead the way towards a sustainable transport industry, in which we are equally determined for our customers to be successful and stay in the forefront.
By joining our **North American Group Truck brands (Volvo & Mack)** , you will be part of a global and diverse team, where we work with passion, we trust each other, and we embrace change to stay ahead. By working together, we can provide innovative solutions that add value over time and help us create the world we want to live in.
Job Category: Information Technology
Organization: Mack Trucks & Volvo Trucks
Travel Required: Occasional Travel
Requisition ID: 25052
**View All Jobs ( we share the same aspirations?**
Every day, Volvo Group products and services ensure that people have food on the table, children arrive safely at school and roads and buildings can be constructed. Looking ahead, we are committed to driving the transition to sustainable and safe transport, mobility and infrastructure solutions toward a net-zero society.
Joining Volvo Group, you will work with some of the world's most iconic brands and be part of a global and leading industrial company that is harnessing automated driving, electromobility and connectivity.
Our people are passionate about what they do, they aim for high performance and thrive on teamwork and learning. Everyday life at Volvo is defined by a climate of support, care and mutual respect.
If you aspire to grow and make an impact, join us on our journey to create a better and more resilient society for the coming generations.
**Nearest Major Market:** Greensboro
MS Dynamics CRM Director
Posted today
Job Viewed
Job Description
US CITIZENS AND GREEN CARD HOLDERS ONLY
NO SPONSORSHIP
Location: Irving, TX
In office: 3 days Tues/Wed/Thurs onsite Non-negotiable / Remote Mon/Fri
Bonus: 20%
- Need experience with Operations, Service or Marketing modules.
- Must come from a technical background.
- Will manage 4 to 7 people a team and will be hands-on as well.
- Need to have stood up an environment, some solution architecture experience, have platform management and managed vendors.
- The environment is very collaborative. Need to lead and collaborate well.
Summary
We are seeking a highly experienced and strategic Director Software Engineering, Microsoft Dynamics to lead the design, customization, and sustained delivery of enterprise-grade Dynamics 365 solutions. This role is part technologist and part team leader—ideal for someone who brings deep technical capabilities alongside demonstrated success in mentoring, scaling, and organizing high-performing teams.
This position requires prior hands-on experience with Dynamics 365, a history of leading technical professionals, and a strong background in solution architecture, development, and platform governance.
Qualifications:
- 7+ years of experience in enterprise application development, with at least 3+ years in leadership roles.
- 3+ years of hands-on experience with Microsoft Dynamics 365
- Experience in either Operations & Service module or Marketing module
- Extensive experience customizing Dynamics 365 using:
JavaScript
C#
.NET Plugins
Power Automate
Power Apps (Canvas & Model-Driven)
Custom APIs and Connectors
- Proven track record designing, solutioning, configuring, and supporting enterprise grade Dynamics implementations.
- Deep knowledge of Dataverse, Dynamics data structures, and integration patterns.
- Solid experience with Azure DevOps (ADO) for backlog, pipeline, and delivery tracking.
- Proficient in SQL Server, including querying, data analysis, and support integration.
- Hands-on experience implementing and managing CI/CD pipelines and release workflows for Dynamics 365 using Azure DevOps or related tooling.
Preferred Qualifications
- Microsoft Certified: Dynamics 365 + Power Platform Solutions Architect (or similar).
- Prior experience with Microsoft Dynamics Service, Operations, and Marketing modules.
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MS Dynamics CRM Director
Posted today
Job Viewed
Job Description
Location: Chicago, IL
In office: 3 days Tues/Wed/Thurs onsite Non-negotiable / Remote Mon/Fri
Bonus: 20%
- Need experience with Operations, Service or Marketing modules.
- Must come from a technical background.
- Will manage 4 to 7 people a team and will be hands-on as well.
- Need to have stood up an environment, some solution architecture experience, have platform management and managed vendors.
- The environment is very collaborative. Need to lead and collaborate well.
Summary
We are seeking a highly experienced and strategic Director Software Engineering, Microsoft Dynamics to lead the design, customization, and sustained delivery of enterprise-grade Dynamics 365 solutions. This role is part technologist and part team leader—ideal for someone who brings deep technical capabilities alongside demonstrated success in mentoring, scaling, and organizing high-performing teams.
This position requires prior hands-on experience with Dynamics 365, a history of leading technical professionals, and a strong background in solution architecture, development, and platform governance.
Qualifications:
- 7+ years of experience in enterprise application development, with at least 3+ years in leadership roles.
- 3+ years of hands-on experience with Microsoft Dynamics 365
- Experience in either Operations & Service module or Marketing module
- Extensive experience customizing Dynamics 365 using:
JavaScript
C#
.NET Plugins
Power Automate
Power Apps (Canvas & Model-Driven)
Custom APIs and Connectors
- Proven track record designing, solutioning, configuring, and supporting enterprise grade Dynamics implementations.
- Deep knowledge of Dataverse, Dynamics data structures, and integration patterns.
- Solid experience with Azure DevOps (ADO) for backlog, pipeline, and delivery tracking.
- Proficient in SQL Server, including querying, data analysis, and support integration.
- Hands-on experience implementing and managing CI/CD pipelines and release workflows for Dynamics 365 using Azure DevOps or related tooling.
Preferred Qualifications
- Microsoft Certified: Dynamics 365 + Power Platform Solutions Architect (or similar).
- Prior experience with Microsoft Dynamics Service, Operations, and Marketing modules.
Principal Relationship Management

Posted 17 days ago
Job Viewed
Job Description
With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine.
Come build your future, while being the reason millions of people find a brighter financial future with Discover.
**Job Description:**
**What You'll Do**
Responsible for building and maintaining a portfolio of key relationships with external account stakeholders to drive business growth. Works cross functionally to meet business objectives such as new revenue generation, capability deployment, or marketing program development. Actively manages and escalates risk and customer-impacting complaints or issues within the day-to-day role to management. Actively manages and escalates risk and customer-impacting issues within the day-to-day role to management.
**How You'll Do It**
+ Strategically partner internally and externally to identify new or additional business opportunities within existing high value accounts; maintain and grow relationships to attain new business opportunities and improve client experience.
+ Proactively address client inquiries and problem solve to resolve opportunities or issues. Negotiate contracts, incentives or pricing agreements while ensuring compliance with new processes and business practices.
+ Serve as trusted advisor between Discover and their portfolio of accounts by maintaining relationships with key decision-makers across all divisions of the assigned partner.
+ Present product and marketing initiatives to network participants to improve Discover's position versus competition.
+ Advise network participants of operational initiatives, new products/services/pricing or marketing program opportunities.
+ Provide voice of industry into products, marketing and operations by analyzing trends that may impact client engagement and work with internal stakeholders to develop tactics to improve Discover's position.
+ Work closely with Compliance, Legal and Due Diligence to ensure proposals and contracts are effectively and accurately produced.
**Qualifications You'll Need**
**The Basics**
+ Bachelors Business Administration and Management, Marketing, Finance or related
+ 6+ years Payments industry Sales/business development experience, relationship management, strategy, operations, project management, planning, finance, consultative skills with proven experience building deep and influential relationships with key stake holders, executive level clients and internal business partners.
+ In Lieu of Education, 8+ Payments industry Sales/business development experience, relationship management, strategy, operations, project management, planning, finance, consultative skills with proven experience building deep and influential relationships with key stake holders, executive level clients and internal business partners.
**Physical and Cognitive Requirements**
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable a qualified individual with disabilities to perform the essential functions of the position as required by federal, state, and local laws:
+ Primarily remain in a stationary position.
+ No required movement about the work environment to complete the major responsibilities of the job.
+ Primarily performed indoors in an office setting.
+ Ability to operate office equipment such as but not limited to computer, telephone, printer, and calculator.
+ Up to 50% travel
**_Discover will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis._**
**Application Deadline:**
The application window for this position is anticipated to close on Sep- . We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed.
**Compensation:**
The base pay for this position generally ranges between $91,000.00 to $153,400.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position.
**Benefits:**
We also offer a range of benefits and programs based on eligibility. These benefits include:
+ Paid Parental Leave
+ Paid Time Off
+ 401(k) Plan
+ Medical, Dental, Vision, & Health Savings Account
+ Short and Long Term Disability, Life, and Accidental Death & Dismemberment insurances
+ Recognition Program
+ Education Assistance
+ Commuter Benefits
+ Family Support Programs
+ Employee Stock Purchase Plan
Learn more at mydiscoverbenefits.com .
What are you waiting for? Apply today!
All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management.
Discover, a division of Capital One, N.A., is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights) ( complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
At Discover, we are committed to creating an inclusive and equitable workplace through our Fair Chance Hiring practices. Fair Chance Hiring means that we base our hiring decisions on an applicant's qualifications rather than their criminal record. All our positions are subject to Section 19 of the Federal Deposit Insurance Act. Our applicants go through a background check, and we follow all applicable local laws, including the Los Angeles County Fair Chance Hiring Ordinance (LA County Fair Chance ( ).
Positions marked as remote eligible are limited to remote locations within the country in which the position is based.
Applicants must be 18 or older at the time of hire.
Relationship Management Associate

Posted 17 days ago
Job Viewed
Job Description
**Location:** On site at location listed in job posting.
**Summary**
Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex following strict departmental standards and guidelines.
**Responsibilities**
+ Assists Private Client Services RM's in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing sales skills and knowledge. Will manage smaller client accounts as primary point of contact.
+ Acts as a primary point of contact for sales and service to some existing clients, supporting Private Client Services in growing markets, with a particular emphasis on serving consumer clients early in their wealth cycle. Answers client inquiries about bank products, services, bank accounts and policies; opens new accounts; promotes cross-selling. Assists Relationship Manager with processing consumer loans towards closing, and lines up meeting opportunities with Wealth partners.
+ Assists Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Position includes helping Relationship Manager organize client files, calendar, and email to develop closer client relationships. Coordinates with internal partners to position Bank products and services.
+ Uncovers prospect needs for products and services and recommends solutions; will have opportunities to help develop sales plans and strategies in future; also will have opportunity in future to help finalize, structure, and close deals with input from supervising relationship manager. In addition will assist relationship manager with client/prospect entertainment opportunities which may occur during evening and/or weekend hours.
**Requirements**
+ Bachelor's degree or equivalent; 2 years of experience required; 2 - 4 years preferred.
+ Proficiency with MS Office Suite
+ Applicable Investment Licenses - Series 7 / 66 and insurance within first 6 months
+ Good written and oral skills
+ Accurate grammar, typing and spelling
+ Winning attitude and desire to excel in this highly desirable work environment. Able to adjust to changing work environment.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ( .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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