Client Relationship Manager
4 weeks ago
Overview Client Relationship Manager - On-site, Winter Park, FL Are you a relationship-builder who thrives on turning warm leads into long-term partnerships? ZIO is seeking a proactive, detail-oriented Client Relationship Manager to help us manage and grow our expanding sales pipeline. As a key member of our Sales and Marketing team, you'll work alongside our Business Development lead to move qualified opportunities through the sales funnel and ensure alignment between client needs, technical solutions, and project execution. Youll partner closely with engineering, project management, and service teams to ensure client expectations are not only metbut exceeded. If you're organized, client-focused, and skilled at closing complex deals, this is your opportunity to join a growing team at the forefront of smart building technology. Responsibilities Own and manage qualified leads through the full sales lifecyclefrom discovery to signed proposal Build and nurture trusted relationships with clients, becoming their go-to partner for new projects and service needs Conduct discovery meetings to understand client goals, budget constraints, and timeline requirements; uncover the why behind client requests and identify authority Collaborate with our technical team to develop solution-aligned proposals Present and close new business opportunities working with the technical team to develop scope overviews and documents Accurately track and report activity in CRM; maintain updated pipeline and forecasting data Grow existing accounts by identifying future opportunities, including ongoing support contracts Support Business Development and Marketing efforts through events, campaigns, and referrals Stay informed on AV, lighting, and controls industry trends to provide strategic recommendations to clients Required 5+ years of experience in B2B consultative sales, account management, or client-facing project roles Proven ability to manage a multi-stage sales process with complex stakeholders and long timelines Exceptional communication, presentation, and interpersonal skills Experience using CRM tools (e.g., HubSpot, Salesforce) and Microsoft 365 (especially Teams and SharePoint) Strong organizational skills and the ability to manage multiple opportunities concurrently Preferred Experience in AV, lighting, controls, IT, or construction-related industries Familiarity with design-build or construction workflows (submittals, coordination, procurement) Bachelor's degree in Business, Communications, or a related field Benefits ZIO believes that the key to keeping great talent is treating them well. We realize it isnt all about money. Some of the benefits we offer: Paid Training, certifications, and industry events Semi-annual career coaching and development to help you achieve your long-term goals Retirement Matching Health, Dental, Vision, and Disability Insurance Paid Holidays & Time Off Company events such as go-kart racing, bowling, and other events you can help organize on a quarterly basis Profit sharing If you believe your work is a personal reflection of yourself, strive for success in everything you do, and you have a passion for constant learning, then you should apply now. ZIO is going places and we need great people like you to get there. How to Apply & What Happens Next Step 1: Write a brief cover letter and answer the following questions. What about ZIOs work and mission most interests you, and why do you want to be part of our team? In your own words, what do you believe is the primary goal of a Client Relationship Manager at ZIO? How do you see your background, experience, or strengths adding value to what we do at ZIO? Describe a time you played a key role in advancing a complex sale. How do you stay organized and ensure nothing falls through the cracks when managing multiple client conversations or sales opportunities? Step 2: Apply with a combined document including your cover letter, answers to the above questions, and your resume. Step 3: Use this link to complete the Predictive Index assessment: https://assessment.predictiveindex.com/bo/6M3D/ZIOclientrelationshipmanager Step 4: If youre successful, youll go through a structured interview processincluding video meetings and on-site interviews. Well send regular updates on where things stand with your application. From application to offer, the timeline varies, but well be happy to tell you where we stand in the process. If you read this far, let us know that when you apply. We sincerely look forward to hearing from you ZIO is an Equal Opportunity Employer and a Drug-Free Workplace. Summary Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales and Business Development Referrals increase your chances of interviewing at ZIO by 2x. Get notified about new Client Relationship Manager jobs in Winter Park, FL. #J-18808-Ljbffr
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Client Relationship Manager-Retirement Services
3 weeks ago
Winter Park, United States Foundation Risk Partners Full timeClient Relationship ManagerRetirement Services Apply for the Client Relationship ManagerRetirement Services role at Foundation Risk Partners Job Summary In this role, you will provide comprehensive relationship management support to our Retirement Plan Advisors, ensuring the seamless delivery of high?quality 401(k) and other retirement plan services to our...
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Client Relationship Manager
5 days ago
Pinellas Park, FL, United States Sunrise Landscape Full timeClient Relationship Manager - Landscape MaintenanceDivision: Maintenance Operations / Client Success Location: We are hiring in the Pinellas Park Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and...
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Client Relationship Manager
1 week ago
Pinellas Park, FL, United States Sunrise Landscape Full timeClient Relationship Manager - Landscape MaintenanceDivision: Maintenance Operations / Client Success Location: We are hiring in the Pinellas Park Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and...
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Client Relationship Manager
3 days ago
Pinellas Park, FL, United States Sunrise Landscape Full timeClient Relationship Manager - Landscape MaintenanceDivision: Maintenance Operations / Client Success Location: We are hiring in the Pinellas Park Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and...
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Client Relationship Manager
2 weeks ago
Villa Park, United States Soltis Investment Advisors Full timeSoltis Investment Advisors provided pay range This range is provided by Soltis Investment Advisors. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $45,000.00/yr - $65,000.00/yr As a highly ranked Retirement Plan Advisor and Top RIA firm, Soltis Investment Advisors is looking to hire a...
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Wealth Client Relationship Manager Onboarding
2 weeks ago
Villa Park, United States Soltis Investment Advisors Full timeA leading wealth management firm is seeking a driven Client Relationship Manager to join their Customer Care Team. This full-time role offers opportunities for career advancement and aims to enhance client relationships through effective onboarding and satisfaction. Ideal candidates should be detail-oriented and problem-solvers, preferably with some industry...
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Client Relationship Specialist
2 weeks ago
Menlo Park, California, United States Charles Schwab Full timeMenlo Park, CARequisition ID Category Retail BranchPosition type RegularPay range USD $ $36.06 / HourApplication deadline Your opportunityAs a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry.You'llplay a critical...
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Registered Wealth Management Client Associate
14 hours ago
Winter Park, United States Bank of America Full timeDescription :Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Registered Wealth Management Client Associate
2 weeks ago
Winter Park, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Senior Client Relationship Consultant
3 weeks ago
Oak Park, United States U.S. Bank Full timeA leading financial institution in Oak Park is seeking a Client Relationship Consultant to build and manage client relationships, provide expert advice on banking products, and ensure exceptional service delivery. Candidates should have a high school diploma and five years of banking experience, along with a flair for customer service and effective...