Account Manager / Relationship Manager Resume Samples
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Account Manager / Relationship Manager Resume Samples
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AW
A Walsh
Aurore
Walsh
89369 Jerel Club
Detroit
MI
+1 (555) 927 2099
89369 Jerel Club
Detroit
MI
Phone
p
+1 (555) 927 2099
Experience
Experience
Philadelphia, PA
Relationship Account Manager
Philadelphia, PA
Farrell-Conn
Philadelphia, PA
Relationship Account Manager
- Work in a matrix environment with team members and managers both local and international
- Work with the development teams to escalate and prioritise customer issues and enhancements
- Manages customer relationships and serves as the escalation point of contact for customers
- Successfully manages the role of a frontline functional and technical resource for best practices and informal customer questions
- Establishes relationships proactively and grows customer intimacy with the product
- Occasionally provide functional training to customers
- Lead and manage weekly and monthly meetings with customers and other stakeholders
Dallas, TX
Account Relationship Manager
Dallas, TX
Smitham LLC
Dallas, TX
Account Relationship Manager
- Assists on special projects when requested by management
- Works closely with Sales Account Manager/Executive and oversees day-to-day relationship with client
- Consults with other team members (project management/services/support/customer care) to be sure mutual objectives are met
- Develops and maintains close relationships with all key associates at assigned hospitals
- Coordinates regular communications with assigned accounts’ decision makers, including the presentation of Business Reviews
- Works with client to cultivate future projects and qualify new opportunities
- Work in conjunction with Account Executive to build unique and innovative solutions for customers
present
Boston, MA
Account Relationship Manager, Associate
Boston, MA
Batz Inc
present
Boston, MA
Account Relationship Manager, Associate
present
- Maintaining and strengthening relationships with clients through the delivery of high quality client service and keeping an excellent attention to detail
- Implementing the strategy and adapting it to changing market conditions
- Assisting the Relationship Managers in answering to ad-hoc request coming from clients
- Contributing to the discussion on the opening of new market regions and customer segments
- Demonstrating proactivity in building in-depth knowledge of BlackRock’s full product set and operational capabilities to aid query resolution
- Defence work (meetings, conference calls, mailings) for strategies where performance is (temporarily) suffering
- Review own service performance, aiming to achieve excellent results in client satisfaction surveys, and working closely with other team members in achieving overall strategic business objectives
Education
Education
Bachelor’s Degree in Intrinsic Motivation
Bachelor’s Degree in Intrinsic Motivation
West Virginia University
Bachelor’s Degree in Intrinsic Motivation
Skills
Skills
- Basic knowledge of applicable policies and procedures
- Considerable knowledge of applicable policies and procedures
- Good understanding of all products and services applicable to target client segment
- Strong understanding of all products and services applicable to target client segment
- Thorough knowledge of applicable policies and procedures
- Advanced knowledge of applicable policies and procedures
- Thorough knowledge of all organization products and operations
- Excellent interpersonal, verbal and written communication skills
- Ability to work independently and in teams
- Ability to develop and administer budgets
11 Account Manager / Relationship Manager resume templates
Read our complete resume writing guides
1
Account Management Unit Relationship Manager Resume Examples & Samples
- Opportunity Qualification – identify revenue opportunities with primary objective to up-tier marginal accounts to core
- Account Maintenance – ensure all operational and client issues are resolved with the support of CitiService who will act as the main contact point for AMU clients
- Compliance and KYC – complete the Customer Account Due Diligence process for clients and resolve any compliance / AML matters
- Exiting Relationship – identify accounts for exit and communicate with client / Ops team to close these marginal non profitable accounts
2
Account Relationship Manager Resume Examples & Samples
- Work in partnership with the Account Executive to increase market share by gaining new business and growing existing client base through telephone sales calls, up-sells, and cold calls with clients and/or potential clients
- Identify opportunities for incremental revenue generation, presents creative solutions to customers and closes business to achieve sales goals
- Work in conjunction with Account Executive to build unique and innovative solutions for customers
- Offers ideas to enhance or streamline our internal processes
- Serve as primary contact with clients for tasks including ad copy and proofs, as well as any other function related to customer service or execution of a sold advertising plan
3
Financial Institutions Group Germany Account Manager Relationship Resume Examples & Samples
- Accountable for a portfolio of insurance client accounts – the “face” of BlackRock in regards of acquisition and presentation meetings with investors
- Deep understanding of insurance client dynamics and needs
- Ability to leverage the full potential of BlackRock’s capabilities to address and solve insurance client specific issues
- Proactively identify opportunities to enhance revenue
- Work with BRS insurance client solution to offer insurance companies advisory- and solutions-services as well as work with Global Consultant Relations to deepen relationship with field consultants
- Responsible for ensuring client records, activities, opportunities, at risk business etc. are kept up to date on the internal CRM system
- Focus on cross-selling with the other business, in particular Retail (where applicable)
- Working with the Head of the Financial Institutions Group Germany in defining the sales strategy in the market segment and the sales managers in Germany to drive the business forward – occasionally interaction with sales manages in other European countries
- Implementing the strategy and adapting it to changing market conditions
- Client relationship management and business development role for German and Austrian insurance prospects and existing insurance clients (incl. key clients)
- Informing prospects and existing BlackRock insurance clients about BlackRock on its broad range of investment products/product base, ceasing any potential business opportunity, developing an own client network and servicing existing clients
- Provide information to insurance clients, such as: market views, performance of the mandate being managed by BLK, etc. and supporting the contracting entities in handling any client complaints in the most effective way
- Coordination of communication process for the conclusion of a contract with Account Management Services, BlackRock Legal, BlackRock Compliance, BlackRock Portfolio-Management and the KVG (Kapitalverwaltungsgesellschaft)
- Develop extensive knowledge of the German and Austrian insurance market & prospect client base and their regulatory needs
- Typically over 8 years of relevant market experience
- Usually from an investment/consultancy/actuarial background
- Broad asset class and capital market knowledge especially in German insurance sector
- Proactively well informed on industry and competitive issues
- Very good English language skills
- Excellent presentation skills in German and English language
4
Account Specialist Relationship Manager Resume Examples & Samples
- Experience in some type of customer service
- Word & Excel
- Ability to prioritize and manage multiple responsibilities
- Ability to work independently and as a group
- Collections 3 years
- Collections 1 -2 + years
- Experience in an office environment
5
Account Relationship Manager Resume Examples & Samples
- Implement actions or make recommendations to the team to improve the proficiency of the skilled workforce within the team territory, as well as, to improve product performance
- Take necessary corrective action to manage repeat calls and reduce units based on reports provided
- Communicate product design problems experienced in the account through identified processes
- Implement and maintain key processes within their area of responsibility
- Take personal responsibility for the success of the Account (i.e. attend and actively participate in team meetings, training sessions, etc.)
- Review and manage technical performance of the account in order to meet or exceed established performance goals
- Monitor the ongoing quality of product and services in account
- Contribute to the attainment of established account team performance goals and assist in the attainment of customer established goals
- Facilitate technical support with appropriate escalation on both product and service issues
- May provide project management and/or coordination support for major service and installation projects for the account, and interface with Business Teams to determine availability of resources. Coordinate billed work within the account and perform timely final approval of service billed work invoices
- Manage contractually agreed to expectations of the customer and Diebold; assist in maintaining the accuracy and integrity of the customer equipment and contract databases
- Attend customer meetings as required to provide support on business and technical issues, as well as, sales opportunities
- Bachelor's Degree in business administration or equivalent experience
- 3 years of customer relationship experience on Diebold serviced products preferred
- Position requires a self-motivated individual with good interpersonal skills and a strong technical background
- Individual should possess leadership capabilities, demonstrate the ability to communicate effectively (oral/written) and have good problem solving and customer satisfaction skills
- Must be able to function well in a self-directed team environment
- Experience on a broad range of products, including foreign products, is definitely preferred
- Must have strong PC skills for analysis and tracking of performance
- Individual must be highly motivated and willing to be available during non-conventional hours
- Must have strong problem solving and critical thinking skills
- Six Sigma exposure and basic knowledge of DMAIC and FMEA processes are desired
6
Collections Account Relationship Manager Resume Examples & Samples
- As applicable, management of the funding position for a designated BU(s) and/or Willis offices – identify any balances deemed uncollectible for discussion with the BU and potential write off
- As applicable, oversight and management of Bad Debts – establish Bad Debt provisions and work to resolve legacy debt
- Ensure on going, sustainable and dynamic relationships with assigned clients and/or carriers, BU(s) and/or Willis offices, are in place to facilitate prompt resolution of issues and queries
- Coordinate and brief Senior A&S Manager and Senior Business Unit management (as appropriate) on issues impacting service
- Advise and mentor Mumbai based Team Leaders and Account Controllers regarding escalation of issues and queries and work to enhance their understanding of both the business and key relationships within it
- Identify opportunities for process improvements and assist with implementation, as required and agreed
- As applicable, delivery of the Willis Group intercompany reconciliation targets, and full compliance with audit requirements, maintaining reporting models to monitor performance
- Superior and clear communication, with excellent verbal and written communication skills, to enable direct negotiation of challenging and difficult issues at all organisational levels
- Strong impact and influencing skills, including the ability to remotely influence others to meet agreed targets
- Clear understanding of escalation procedures and effective business communication routes
- Good ability to plan and manage personal workload efficiently and effectively, correctly evaluating importance and prioritizing accordingly
- Good working knowledge of internal and external processes
- Ability to identify opportunities for improvements to practices and procedures
- Experience of query and issue resolution
- Ability to use Microsoft Outlook, Word, Excel and PowerPoint to analyse and chase balances and communicate outcomes
7
Relationship / Account Manager Resume Examples & Samples
- Maintains an understanding of all major problems, issues, trends, and changes in the supported environments
- Partners with Technology, Product Operations and LOBs executives and senior management to ensure awareness of service issues, trends, and mitigation plans
- Continuously seeks improvement opportunities to ensure service availability and TPS expectations are managed and met
- Facilitates effective working relationships between Treasury and Payment Solutions & technology partners through value-added representation of each business groups service needs, priorities, and issues
- 7/24/365 on call requirement in support of major incidents coupled with MIRT participation
- Tracks incidents to ensure root cause is identified, mitigation plans are in place and summaries provided to business partners
- Governs control mechanisms for reliable and available service to TPS in accordance with SLAs
- Acts as escalation point for systemic customer satisfaction issues in TPS groups
- Implements standards for technical documentation, incident and problem management, and management reporting
- Is responsible for ensuring continuity, availability, and service restoration
- Expedites timely, efficient, and effective resolution of service issues in order to optimize reliability and availability of systems
- Represents CIO Teams at client’s Executives/Senior Management committees and meetings to ensure responsive and comprehensive understanding of issues and opportunities
- Recommends integrated solutions and opportunities to CIO’s and their Senior Managers to increase quality of service and client satisfaction
- Serves as point of escalation to Treasury and Payment Solutions for service issues
- Accountable to ensure timely and effective resolution of service issues for TPS to optimize availability and reliability of service
- Possesses a university degree/college diploma in related discipline(s) or equivalent work experience, and/or 10+ years’ experience in operations management position
- General knowledge of Bank’s technical environments and supported applications
- Displays expert knowledge of Bank technology standards and guidelines
- Demonstrates advanced experience in service level agreements management and vendor relations
- Is able to achieve results that meet both short and long term business objectives
- Exhibits a proven track record in achieving or exceeding objectives
- Maintains an advanced understanding of the T&O organization and stays abreast of the current organizational state
- Demonstrates advanced knowledge of ITIL framework; Problem Management, Change Management, Incident, Configuration, Release Management and Service Level Management
- Possesses expert communication skills, both written and verbal
- Is able to effectively persuade, convince, and negotiate with influence in order to support one’s objective
- Good understanding of statistical and analytical principles and processes
- Practical application of ITSM operational processes
- Demonstrates expert relationship management skills, advanced management and coaching skills
- Proven ability to manage in crisis situations and work under high stress conditions
- Demonstrates expert problem solving skills
- Illustrates expert planning and project management skills
- Exhibits advanced leadership skills
- Is highly motivated and adaptable
8
Account Relationship Manager Resume Examples & Samples
- Determine, prepare and present the appropriate “Grainger Value Package” to each account and review how Grainger can add value and help with each account’s purchasing needs
- Regularly exercise independent judgment and discretion when interacting with all accounts and determining product and service offerings
- Regularly exercise independent discretion and judgment to determine whether a potential customer qualifies to do business
9
Account Relationship Manager Resume Examples & Samples
- Builds impactful business relationships that drives penetration of strategic layered applications and increases client retention
- Maintains CDK market share while increasing existing client retention
- Maintains positive, responsive and effective relations with external and internal clients
- Focus on vulnerable accounts (EOT/CSI)
- Gathering and Developing Testimonials/References & ROI’s
- Proactive Billing review
- Minimum of 1 - 3 year experience / preference of over 3 - 5 years
- Ability to travel 75% or more
- Knowledge of automotive, finance/insurance and technology industries perferred
10
Partner Relationship Account Manager Resume Examples & Samples
- Coach and assist in the sales of wireless/wireline in VAR channel (Local IT resellers, Solution Consultants and agents)
- Overachieve on regional channel quota
- Work with broader business channel team to develop appropriate channel sales collateral and tools
- Develop a strategic account plan for each channel partner and their customers
- Deliver sales presentations, leverage appropriate pricing & articulate the value proposition of wireless/wireline to VARs and their customers
- Support account ownership mapping exercises and effective account list management
- Utilize internal CRM tools to reflect funnel and monthly/quarterly/annual forecasts
- Coordinate implementation of the customer solution within Rogers as required
- Develop and maintain effective teaming relationships with sales peers and Rogers direct sales teams
- Liaise with Internal Rogers Account Managers to ensure that sales engagement process is understood, value of the Channel is clear and trust amongst teams is actively fostered
- Bachelor Degree in Business or equivalent experience
- 5+ years of channel sales experience with consistent track record of meeting and exceeding assigned quarterly/annual sales quotas
- Solid understanding of wireless WAN data communications (GSM/SMS, GPRS, EDGE, 3G, LTE) and data transport technologies
- Solid understanding of wireline access (Fiber; Internet, MPLS, SIP etc..) as well as Rogers Data Center and cutting edge offerings
- Solid understanding of Rogers other products/services
- Experience in the sale of wireless/wireline product and solutions with channel partners
- Proven ability to persuade, convince and negotiate with influence
- Relationship with VAR Channel partners an asset
- 50% Travel
11
Account Relationship Manager Resume Examples & Samples
- Work with existing specified agents to produce sales from our products. Visit their agencies, meet their employees, establish individual plan with each specified agent to obtain sales goals and review actual vs. goals with specified agent as required
- Monitor and manage loss ratios. Review loss ratios for the territory, consult with the loss control department, and help facilitate necessary action when needed
- Administrative duties. Participate in weekly 30 minute sales call with National Sales Director, update monthly sales reports, review account detail, and submit timely expense reports
- Attend periodic meetings. Attend NADA, annual sales conference, agent council meetings, sales meetings
- Initiate contact with 100% of agents in your territory at least once a month
- Participate in training for new account implementation for specified agents through in the field training (at agent’s office or in dealership)
- Conduct product/service knowledge training for both agency and dealership personnel
- Monitor and analyze monthly production reports
- Support generating profitable growth and achievement of the national annual VSC, Ancillary and GAP sales production and agency enrollment plans within the Direct Channel
- Support production and education strategies to enable ADS to achieve and sustain business plan objectives
- Understand and support strategic business plans with clear objectives, tactics, and specific action plans to achieve goals
- Knowledge of dealership Finance and Insurance (F & I) department
- At least 1-2 years in retail dealership Finance and Insurance experience
- At least 1-2 years marketing finance and insurance products to dealers
- Candidates must have excellent verbal, written and public speaking communication skills
- Exceptional problem solving and interpersonal skills
- Ability to perform simple mathematics
12
Account Relationship / Project Manager Resume Examples & Samples
- Document client meetings
- Develop a database of client information
- Build and maintain relationships with the client and Oakleaf personnel at Fannie Mae
- Interview prospective Oakleaf candidates for placement at Fannie Mae
- Ad hoc support of the Managing Director of Risk Consulting
- Help expand the Oakleaf footprint at Fannie Mae
- Escalate and resolve areas of concern as raised by Fannie Mae
- Support Oakleaf staff with contracts and time keeping oversight
- 2+ years working at Fannie Mae (NOT currently), familiar with their business procurement model and contracting process
- Able to solve client requests proactively, and provide ideas and insights to improve their issues and challenges
- Strong interpersonal skills and an ability to build rapport with clients
- Organized approach to work; hardworking with a strong work ethic
- Prefer experience with Fieldglass, and/or experience working with technical contractors
13
Relationship Account Manager Resume Examples & Samples
- Gather data and insights regarding usage to demonstrate business impact and value; ensures usage at projected levels
- Maintain contact with product and service users to enhance client relationships
- Good knowledge of consumer credit reporting
14
Project & Account Relationship Manager Resume Examples & Samples
- Works in tandem with internal Business Unit customers, internal executive sponsors, stakeholders, technical teams and 3rd party vendors to achieve business goals by leading multiple small to medium sized network security and infrastructure projects
- Manages the overall relationship with the Business Unit, providing appropriate communications with project teams, project stakeholders and senior management
- Provides escalation and support to Business Unit customers for network products & services to ensure operational excellence
- Negotiates with customers, staff and vendors as required
- Applies effective project management and control techniques as defined by the PMO
- Provides coaching, mentoring and guidance to project team members and others
- Performs related duties as assigned or requested
- Successful leadership/management experience
- Strong account relationship/management experience
- Network Security and Infrastructure technical knowledge
- Solid knowledge and experience in network infrastructure & architecture
- Detail oriented, able to multitask and meet deadlines
- Strong analytical, problem-solving, and conceptual skills
- Exceptional teamwork and interpersonal skills
- Strong change management skills and ability to influence others
- PMP / CSM Certifications are plus
15
National Account Relationship Manager Resume Examples & Samples
- Call reports in salesforce.com, such as: Campaign Reports, Trip report w/follow-up action items and Dealer sign-off reports
- Proactive backlog review to find uninstalled applications, or, applications installed but not claimed
- Coordination with Client Account Managers (CAMs)
- Regular review of client application penetration report
- Provide consistent and clear messaging to dealer
- Ability to train new users or show current users advanced features of CDK Products
- 4 year college degree or equivalent experience
- Must have Automotive Retail experience, ideally 3 or more years or must have strong training skills and in depth knowledge of the CDK products
- Ability to travel approximately 90% or more is required
- Central U.S.A. location preferred or at least very near to a major airport since National Accounts territory encompasses the entire United States
- Excellent work ethic
- Ability to succeed in a competitive, high-performance work environment
- Be a self-starter, able to work independently and collaboratively
- Team player and must coordinate all efforts with Director of Sales
- Strong computer skills with current technical knowledge, i.e., proficiency w/MS Office (Excel/PP)
- Solid interpersonal and communication skills
16
Account Relationship Manager Resume Examples & Samples
- Ensures that the customer is satisfied with company projects and services
- Works closely with Sales Account Manager/Executive and oversees day-to-day relationship with client
- Ensures that schedules and budgets are met according to contractual agreements and billing integrity is maintained
- Works with client to cultivate future projects and qualify new opportunities
- Holds monthly stewardship meetings and quarterly business reviews
- Consults with other team members (project management/services/support/customer care) to be sure mutual objectives are met
- Wide-ranging experience, using professional concepts and company objectives to resolve complex issues in creative and effective ways
- Ability to work on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercise judgment in selecting methods, techniques and evaluation criteria for obtaining results. Network with key contacts outside own area of expertise
- Skill to determine methods and procedures on new assignments and coordinate activities of other personnel (Team Lead)
17
Account Relationship Manager Resume Examples & Samples
- 10 or more years of sales experience in the financial services industry
- Considerable knowledge of applicable policies and procedures
- Advanced knowledge of all organization products and operations
18
Relationship Account Manager Resume Examples & Samples
- Bachelor degree, in Business, Marketing or Sales, with 3-5 years relevant industry experience
- Proven track record in managing relationships and converting leads into sustainable sales
- Demonstrate expertise in building and maintaining customer and partner relationships,
- Analyze complex situations, anticipate potential problems and future trends; assess each opportunity for impacts and risks
- Clearly define problems; logically diagnose causes, identify solutions and create action plans
- Good negotiator with experience in matrix reporting and international travelling
- Ability to work in a diverse environment, with both internal and external diverse customers. Collaboration with the entire virtual team
- Service aggressiveness, ability to build sound relationships, professionalism, ethics and a competitive streak
- Understanding of the IT industry, particularly in the Public Sector environment
- Analytical thinking with sound numerical skills
- Computer literacy in MS Office suite, with SAP and SFDC being an added advantage
- Excellent communication skills (verbal and written), with effective presentation skills to both small and large audiences
19
Senior Relationship Account Manager Resume Examples & Samples
- Facilitate training as needed
- Inform and educate clients on new and existing projects. Utilize product experts as a resource
- Intellectual horsepower, political savvy combined with problem solving and analytical skills
- Strong customer service, organizational and project management skills
20
Claims Account Relationship Manager Resume Examples & Samples
- Augmenting the segment’s sales process by introducing the CARM role and promote AIG’s claims capabilities and services
- Enhancing relationships with clients, prospective clients and brokers
- Marketing of claims - Ensure that the claims service, as agreed, can and will be delivered by
- Understanding the clients’ specific claims requirements from the start (i.e. before inception)
- Communicate claims protocol to the client, broker and local office to manage expectations
- Coordinating the service offered by a TPA
- Introducing and foster relations between the client, broker and our claims team(s)
- Be a main point person for the client and broker for any claims program /initiative issues
- Partnering with the claims team managers and C&O to assist and clarify the claims service for a large loss to a client
- Attending pre-renewal, post-renewal, stewardship and claims review meetings in addition to other required client/broker meetings
- Promoting AIG claims service through claims forums or presentations
- Conducting the Claims Advisory Board Meetings to include agreed Broker partners – CARM to coordinate all matters in relation to these meetings
- Always update Salesforce with all client and broker meetings including identifying any service issues or large losses that could impact the relationship
- Be a main point person for any Claims initiatives training, coordinate and conduct some trainings in Thai as require
21
Account Relationship Manager Resume Examples & Samples
- 3-5 years relationship management experience
- 3-5 years sales experience
- 1-2 years exposure to banking industry compliance
22
Account Manager Shared Relationship Desk Resume Examples & Samples
- Experience in a Private Banking Front Position (RM / Account Manager / Senior ARM or similar)
- Knowledge of Private Banking processes as well as complex account openings
- Experience with UK Resident non-domicile clients and knowledge of basics of UK taxation
- Attention to detail and high motivation to deliver
- High customer orientation and very good communication skills
- Strong ability to cope with pressure and a high level of flexibility
- Ambition to strive for an exciting career within the UHNWI segment
- Fluency in English is mandatory, German and/or Russian is an asset
23
Manager, Relationship & Account Management Resume Examples & Samples
- Evaluates business partners’ needs and works with Director to develop an effective strategic approach
- Transforms the partners’ strategic plans into realistic projects and oversees the completion
- Communicates and collaborates effectively with stakeholders across the company to execute internal, prospect and customer-facing projects
- Collaborates with Content and Creative Team, Brand Strategy team and other Departments (e.g. Communications, Digital Marketing) to find the most economical yet effective way to execute on project
- Engages with key stakeholders to understand the performance of creative assets and campaigns for further optimization
- Directs outside vendor selection and management as needed
- Enforces global brand standards and legal compliance
- Ensure precision and accuracy in all materials
- Maintains knowledge of and sensitivity to regional requirements, business processes, strategic direction, and legal compliance
- Sees that brand standards are met throughout the organization
- Interfaces with Hilton stakeholders
- Five (5) or more years as part of a brand management or creative team
- Two (2) or more years in a supervisory capacity
- Proven track record in client and account management by delivering results through management of execution on strategic plans
- Strong presentation skills and ability to influence stakeholders
- Strong experience in project management, encompassing small-scale projects to multi-tiered campaign projects involving multiple stakeholders and components
- Knowledge of a range of industry standard software including InDesign, Photoshop, Illustrator, and PC knowledge including Microsoft Word, Excel and PowerPoint
- Effectively lead multiple projects at once while maintaining deadlines
- Ability to provide guidance and assess the need for refinement to creative before sharing with client and clearly articulates those refinements to the Content and Creative team
- Thorough understanding of HGV’s brands and their positioning in the market
- Excellent project management skills with the ability to plan and implement strategically and tactically, with superior organizational and decision-making skills
- Ability to juggle multiple projects and priorities while maintaining quality standards and timelines
- Professional demeanor, positive attitude and adaptability to constant change
- Solid leadership skills with the ability to interact positively with employees at all levels of the organization
- Master Degree
- Timeshare Industry Experience
24
Relationship Account Manager Resume Examples & Samples
- Manages customer relationships and serves as the escalation point of contact for customers
- Establishes relationships proactively and grows customer intimacy with the product
- Focuses on account expansion and revenue generation by identifying potential opportunities with existing customers
- Identify attrition risks and collaborate with internal stakeholders to mitigate cancellation of contracts
- Engage with the service/support desk as a customer advocate to ensure speedy resolution of customer issues
- Work with the development teams to escalate and prioritise customer issues and enhancements
- Lead and manage weekly and monthly meetings with customers and other stakeholders
- Strong experience in the financial markets both equity and derivatives with broad experience in the full front to back electronic trading industry
- Successfully managed customer engagements to completion with direct customer advocacy and engagement in an account management or relationship management capacity
- Strong analytical and problem solving skills, combined with the ability to provide quick resolution to problems
- Willingness to travel periodically based on customer and business needs
25
Customer Relationship Account Manager Resume Examples & Samples
- Must be able to sit for long periods of time at a computer
- Answering and placing phone calls
- Typing on key board
26
Account Relationship Manager Resume Examples & Samples
- Demonstrates superior understanding of the Patient Assistance Specialist duties
- Participates in the personnel management activities of assigned PAS clients, including recruiting, interviewing, hiring, training, supervision, promotions, counseling and terminations
- Interfaces appropriately with administrators of Patient Assistance Program and Co-Pay Assistance Foundations
- Monitors IndiCare™ for receivables, logged problems, updates to PAP program requirements, as well as standardized forms and letters
- Develops and maintains close relationships with all key associates at assigned hospitals
- Assists the Implementation Team in the transition of accounts to Central Processing Center, coordinating training and requesting and procuring reports as needed to support remotely-managed product recovery efforts
- Monitors and trends reasons for denied claims and takes action to resolve issues that adversely affect product replacement at assigned PAS clients and works directly with key facility staff to resolve proactively barriers that may affect reimbursement, providing timely updates to Patient Assistance Services Management when unable to resolve any issues independently
- Interfaces appropriately with key account associates with information relevant to additional products and services provided by ABC and its subsidiaries that may be of value to the client
- Coordinates regular communications with assigned accounts’ decision makers, including the presentation of Business Reviews
- Develops and maintains an ongoing relationship with assigned accounts’ ABC Account Manager and maintains knowledge of all ABC activity occurring at assigned clients
- Reports regularly to PAS Management providing updates on assigned clients’ status and issues that may be barriers to maximizing assigned client’s product recovery opportunity
- Participates in PHS’ annual budgeting process for assigned clients and manages and participates in the contract renewal process
- Assists on special projects when requested by management
- Ability to provide exceptional customer service
- Ability to effectively relate to patients, hospital staff and PHS Associates
- Demonstrated competence in Microsoft Excel, Word, and Power Point
- Demonstrates ability to analyze data files
- Ability to be proactive and seek solutions under minimum supervision
- Advanced IndiCare™ experience
27
Client / Account Relationship Manager Resume Examples & Samples
- 20+ years of professional engineering experience in areas of design-build, planning, and design
- Management experience, preferably with government facilities and programs
- US Citizenship required
28
Account Relationship Manager Federal Government Resume Examples & Samples
- Maintain 100% renewal rate
- Maintain 100% customer satisfaction
- Identify evolving needs and requirements
29
Account Relationship Manager Resume Examples & Samples
- To grow our partner business through the implementation and execution of best practice relationship management and direct marketing execution. Growth in sales and the conversion of these sales to revenue are key drivers for Cigna and the key driver for this role is to provide the basis for and drive through sales growth with our partners
- To effectively manage the development, implementation, execution and reviews of tactical marketing campaigns using best practice direct marketing techniques. Keep Direct Marketing execution as a core strength within Cigna and a major differentiator for Cigna in the marketplace
- To own our business relationships and ensure that our business partners are choosing Cigna as a company to deal with because of the excellence of our partner relationship management practices and processes
- To enhance existing and develop new relationship management practices and processes so that they become a point of competitive advantage
- The Account Relationship Manager is required to work closely with a number of individuals within Cigna to ensure the feasibility of the committed campaigns or business models
- The Account Relationship Manager assists the Senior Account Relationship Manager in effectively managing the needs and requirements of Cigna’s key relationship partners including the development and implementation of strategic plans and other key documentation and the implementation of campaigns, products and processes
- At least 5 years of experience in marketing or equivalent position
- Previous experience of managing a function
- Successful track record in developing and launching products in the financial services market is advantages, but not limited to
- Experience in insurance field or telemarketing would be an advantage
- Experience of working at a high level within a sales and marketing function (minimum 3 years)
- Ability to challenge the thinking of others and a track record of managing a strategic planning process in a large multi-national organization
- Ability to understand the profit drivers of a business and understand how a product will integrate into the daily operation of an organization
- Ability to travel should the business need dictate
- Highest level communication skills - written and verbal
- Well-developed relationship skills
- Able to formulate a vision for the future of the organization and communicate it to others
- Demonstrate innovation and creativity of thought
- Ability to stimulate creative thought in others
- Risk taker - has the nerve to push ideas and concepts forward and the resilience to withstand opposition from others
- Challenges existing ideas and ways of doing things
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Senior Account Manager, Relationship Mgmt Resume Examples & Samples
- Builds & directs a more complex relationship platform by identifying senior contacts within targeted clients to achieve profitable sales & LFG's product breath growth
- Builds, enhances & maintains effective relationships with more complex client organizations to ensure a high level of client satisfaction & retention & increase sales revenues & profitability
- Conducts client meetings & attends finalist presentations to achieve sales targets
- Cultivates, directs, & maintains increasingly senior level client relationships
- Develops & maintains more complex plans to support retention sales & product breadth growth within existing clients
- Develops & maintains relationships with internal stakeholders to achieve sales objectives
- Develops a comprehensive understanding of existing/targeted clients including market segments, how they operate, and/or their value proposition(s)
- Develops, directs, & executes more complex plans to increase/gain opportunities to introduce Lfg management & other resources to targeted clients
- Develops, maintains & executes complex client relationship plans to ensure overall service needs are satisfied & achieve the business/profitability/retention objectives
- Identifies & resolves complex client issues/concerns in a timely & collaborative manner
- Identifies clients with retention risk & develops & executes complex plans to retain clients & notifies management
- Actively participates in financial services and/or insurance industry trade organizations to have LFG participate by partaking in sponsorship and/or speaking opportunities
- Maintains expense budgets to set limits
- Profiles assigned territory to identify and build relationships with those more complex clients who would be interested in LFG offerings
- Provides feedback & intelligence to internal partners on existing & targeted clients
- Serves as a subject matter expert to internal stakeholders & consults on complex relationship management/sales solutions to optimize client satisfaction & achieve desired business results
- Supports retention efforts & looks for opportunities to cross sell/ partner with internal stakeholders
- 3 - 5+ years of experience in relationship management that directly aligns with the specific responsibilities for this position
- Proven track record of building relationships with established financial institutions (i.e. banks) required
- Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
- Possesses a bias for action and avoids workplace distractions
- Drives performance targets to completion
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Account Relationship Manager, Associate Resume Examples & Samples
- Maintaining and strengthening relationships with clients through the delivery of high quality client service and keeping an excellent attention to detail
- Taking responsibility for client queries, acting as a project manager in delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high quality
- Preparing presentation materials for client meetings, portfolio reviews and RFPs
- Assisting the Relationship Managers in answering to ad-hoc request coming from clients
- Ensuring sufficient familiarity with BlackRock’s existing products and operational capabilities to aid query resolution and to assist with the design and delivery of external communication
- Partner with internal teams to support the client On-boarding and change management process
- Partner with internal operational teams to formulate service enhancements and take part in internal projects aimed at service enhancement
- Review own service performance, aiming to achieve excellent results in client satisfaction surveys, and working closely with other team members in achieving overall strategic business objectives
- Embrace teamwork and contribute to an open and collaborative culture within the team
- Accountable for a portfolio of client accounts – the “face” of BlackRock in regards of acquisition and presentation meetings with investors
- Deep understanding of Non-Profit client dynamics and needs
- Ability to listen to the client’s issues and discuss those issues in the clients’ terms, facilitating strong client engagement
- Ultimate escalation / resolution point for outstanding issues
- Focus on cross-selling with the other business
- Contributing to the discussion on the opening of new market regions and customer segments
- Client relationship management and business development role for German prospects and existing clients (incl. key clients)
- Informing prospects and existing BlackRock clients about BlackRock on its broad range of investment products/product base, ceasing any potential business opportunity, developing an own client network and servicing existing clients
- Provide information to clients, such as: market views, performance of the mandate being managed by BLK, etc. and supporting the contracting entities in handling any client complaints in the most effective way
- Co-ordination of sales and marketing activities across the business in support of the country plan and strategy, in order to maximise their effectiveness and productivity
- Working closely with other team members of the German sales team to enhance sales and marketing effectiveness, internally and externally, and to contribute to overall business development by collaborating with other BlackRock teams
- Develop extensive knowledge of the German institutional market & prospect client base and their regulatory needs
- Relevant experience within a similar role
- He/she will be an experienced investment professional (e.g. 5-7 years)
- Broad asset class and capital market knowledge especially in the Non-Profit sector)
- Deep understanding of the sales process, prospecting, objection handling, closing and long term relationship management
- Ability to build consensus and to influence both internally and externally
- Master of Business administration, economics, Finance or an equal professional experience
- Ability to explain complex financial strategies to all levels (from investment professionals to lay-people)
- Ability to work well under pressure and deliver quick results, to prioritize, plan ahead and achieve deadlines
- Strong judgement, consulting, negotiating and influencing skills
- Strong results-orientation and process skills - able to prioritise and manage time effectively to proactively develop a large number of relationships
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Relationship Manager, EAB Account Management Resume Examples & Samples
- Foster relationships with key decision makers and main points of contact at member colleges/universities and proactively manage these relationships throughout the year to optimize the value of the EAB research programs or performance technologies
- Determine the service plan which will drive the greatest value and greatest likelihood of renewal for each member organization. Establishing and executing specific initiatives outlined in member service plans
- Participate in monthly renewal meetings with senior leadership to identify renewal risks and cohort trends
- Secure annual renewal of membership contracts and corresponding service terms at a rate that meets or exceeds given performance goals: including renewal rates, price adherence
- Generate ideas for how to increase our renewal rate performance beyond the current goals
- Develop an understanding of budgeting and approval processes at member institutions in order to accurately track and project revenue
- Serve as the voice of the market for the broader EAB division. Monitoring and communicating member interests and 'hot topics' to the higher education research or performance technology teams on a regular and ongoing basis, as well as developing effective strategies for maintaining visibility of services and deliverables at member institutions
- As required, travel to member institutions to conduct new member orientations, participate in onsite presentations, and conduct key renewal decision conversations
- May serve as the direct manager for an Account Management Associate, who is responsible for day-to-day schedule management and provides administrative support to the Account Management team
- Bachelor’s Degree from an accredited College/University
- Proven record of success in current position
- Must possess a minimum of 2 years’ post undergrad experience in at least three of the following
- Presentation experience
- Commercial experience
- Client Management experience
- Ability to communicate effectively, both oral and written, with senior executives
- Willingness to travel up to 30%
- Demonstrated listening skills
- Experience managing multiple clients
- Proven ability to meet goals and deadlines
- Proven experience managing multiple, competing priorities
- Experience finding multiple solutions to a complex problem
- Ability to successfully overcome challenges or obstacles
- Experience developing personal organization tactics to meet business goals
- Demonstrated knowledge of higher education subject matter
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Account Manager / Relationship Manager Resume Examples & Samples
- Minimum 2 years customer service and/or support experience or equivalent required
- Excellent communication skills (both written and verbal), decision making, human relations, presentation, and organization skills
- Professional appearance and presentation required
- Excellent computer knowledge, especially with Microsoft Office applications
- Ability to professionally handle and resolve stressful situations will be required
- Excellent telephone skills, detail oriented and ability to handle confidential information