Remote Relationship Manager Jobs

ABOUT OUR CLIENT: This is a direct hire position with our client in the Retirement industry. Our client is a leading provider of retirement plan services proudly serving clients nationwide since 1992. Headquartered in Nashville Tennessee they deliver account recordkeeping third-party administration and actuarial support for qualified retirement plans. They are one of the nation's largest independent privately held firms specializing in employee benefits and retirement plan solutions-we help organizations in the public private and nonprofit sectors take care of their most important resource: their people. Our success is built on strong partnerships with financial advisors TPA firms and investment platform providers. Together we design and deliver simple effective solutions that that drive better outcomes-today and tomorrow. WHO YOU ARE: The successful candidate for this position will be innovative selfmotivated and efficient and enjoy both strategic and detailed involvement with managing clients' retirement programs. The Relationship Manager will interact daily with clients accountants attorneys investment advisors and other intermediaries serving as the central point of contact for guidance on the retirement plan benefits and required compliance with regulatory guidelines. The Relationship Manager is responsible to ensure quality client service. The Relationship Manager is ultimately accountable for the clients' overall satisfaction with services. WHAT YOU WILL DO: Through relationship building develop an understanding of how the retirement plans impact and help meet the business needs of your clients. Build trust and confidence with key personnel both at the client organization as well as ancillary service providers (CPA Investment Advisor etc.). Actively participate in ensuring that the clients' operational and regulatory issues are resolved in a manner that exceeds client expectations. Collaborate with internal Actuaries on the defined benefit/cash balance plans and Relationship Managers of combined defined contribution plans for compliance of the plans as a whole for clients. Be a SME – understanding how and who provides various services and how these can be utilized to exceed client expectations. Provide insight to management regarding trends in client expectations and how those can be met by TRPC. WHAT YOU NEED: College degree preferred. Understanding of Relius AdministrationDocument systems preferred. 3 years of experience in the defined benefit/cash balance service area preferred. ASPPA DBA certificate or approved equivalent preferred. ADDITIONAL INFORMATION: Compensation: $80-$90k annually plus 10% bonus 100% Remote Full-time direct hire with benefits.

TELUS Health is empowering every person to live their healthiest life. Guided by our vision we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical mental and financial health – TELUS Health is improving health outcomes for consumers patients healthcare professionals employers and employees. We are hiring a Technical Relationship Manager to serve as the primary technical liaison between our organization and clients for complex infrastructure architecture and system-level discussions. This client-facing role ensures that our most technically sophisticated clients receive expert guidance and clear communication on system architecture performance scalability and infrastructure topics that go beyond standard implementation support. The Technical Relationship Manager builds trust with client technical stakeholders by providing authoritative technical insights facilitating informed decision-making and ensuring clients fully understand the technical aspects of their solutions. This role is essential for maintaining strong client relationships as we serve increasingly complex enterprise clients with sophisticated technical requirements. Why this role exists : We're taking on more clients with complex needs. Our non-technical teams can't carry the technical burden alone. This role ensures we get it right—from implementation to issue resolution to long-term solution stability. As our technology stack and client solutions grow in size and complexity this role plays a key part in maintaining system stability improving client understanding and accelerating issue resolution. What You'll Do... Client-Facing Technical Leadership: Serve as the primary technical point of contact for clients requiring deep architectural infrastructure and system-level expertise Lead technical discussions directly with client technical stakeholders including CTOs architects and DevOps teams Provide authoritative technical guidance to clients exploring system-level changes or enhancements Build and maintain trusted relationships with client technical teams through expert communication and reliable technical insights External Technical Communication: Translate complex system architecture performance metrics and infrastructure behaviors into clear actionable insights for client stakeholders Deliver comprehensive root cause analysis explanations directly to clients and their technical teams Facilitate technical planning discussions with clients providing early-stage technical input and guidance Ensure client technical stakeholders have complete understanding of system capabilities limitations and optimization opportunities Strategic Client Technical Support: Engage with clients when technical issues involve deeper architectural or infrastructure considerations beyond standard support scope Support enterprise and regulated clients with complex co-implementation models by providing technical clarity and boundary definition Coordinate with internal technical teams to ensure clients receive comprehensive accurate technical information Proactively engage with client technical teams to prevent issues and optimize their understanding of our solutions Cross-Functional Coordination and Issue Resolution: Research and coordinate technical solutions across Application Support Application Delivery and other internal teams in response to client needs Collaborate with PMs Ops Managers and Implementation Leads on technical concerns beyond their ownership or expertise Chair cross-functional meetings with internal technical teams to uncover and resolve sources of technical disruptions affecting client workflows Coordinate major incident response and resolution across multiple internal teams and stakeholders Relationship and Trust Building: Position yourself as a trusted technical advisor to client organizations not just a support resource Maintain ongoing technical relationships that support long-term client success and satisfaction Ensure clients feel confident in their technical decisions through expert guidance and clear communication Identify and analyze recurring technical issues across clients to drive systemic improvements and prevent future risks Note: This role engages directly with clients only for topics involving system architecture infrastructure or application stack design and behavior—this is not a general support role. What You Bring... Required Experience: 5+ years in technical client-facing roles with specific experience in: implementation management professional services technical account management or DevOps liaison roles Demonstrated experience with enterprise SaaS implementations involving multiple stakeholder groups Track record of managing technical projects with both internal teams and external client technical teams Deep understanding of SaaS infrastructure enterprise application architecture and production environments Technical Skills: SaaS/Cloud Platform Experience: Direct experience working with SaaS platforms cloud providers and vendor-specific cloud environments Major Incident Management: Proven experience in major incident response root cause analysis and coordinating technical resolution across multiple teams Technical Certifications: Industry certifications (CompTIA A+ Network+ or equivalent) demonstrating foundational technical competency Experience with data center operations or infrastructure management (preferred) Communication and Leadership Skills: Skilled at translating technical complexity for both technical and non-technical audiences C-Level Stakeholder Engagement: Experience conducting technical discussions with executive sponsors and senior technical leadership Proven ability to coordinate issue resolution across multiple internal teams and stakeholders Change Management: Proven ability to lead technical change management initiatives and process improvements Client and Enterprise Experience: Experience supporting enterprise or regulated clients particularly in co-implementation or highly customized deployment environments (preferred) Training and Mentoring: Experience developing and delivering technical training programs for both internal teams and client stakeholders Vendor Coordination: Experience managing technical relationships with multiple vendors and third-party providers Strong analytical skills with a proactive mindset for identifying patterns and driving improvements (pattern recognition and process improvement mindset for identifying systemic technical issues) What's In It For You... 100% work from home arrangement with minimal travel requirements for essential client meetings. Long-term enterprise-level project engagement with extensive exposure to multiple business modules (Pension Health & Welfare Payroll Finance). Rich mix of internal and external client interactions and a dynamic collaborative team driving innovation in our industry. Comprehensive customizable benefits package to suit your unique needs and lifestyle. Paid vacation days & well-being days as well as a well-being expense account to help maintain a better work/life balance. Various investments options such as employee share purchase plan group RRSP & TFSA and DC pension plan. Generous mental health support account to cover for the cost of therapy/counseling sessions. A Bit About Us We’re a people-focused customer-first purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world. TELUS Health is an Equal Opportunity Employer that aims to foster an inclusive culture that embraces diversity. It is our policy to hire without regard to race color creed religion national origin citizenship status sex marital status age disability sexual orientation or veteran status.We offer accommodation for applicants with disabilities as required during the recruitment process. By applying to this role you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.

TELUS Health is empowering every person to live their healthiest life. Guided by our vision we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical mental and financial health – TELUS Health is improving health outcomes for consumers patients healthcare professionals employers and employees. We are hiring a Technical Relationship Manager to serve as the primary technical liaison between our organization and clients for complex infrastructure architecture and system-level discussions. This client-facing role ensures that our most technically sophisticated clients receive expert guidance and clear communication on system architecture performance scalability and infrastructure topics that go beyond standard implementation support. The Technical Relationship Manager builds trust with client technical stakeholders by providing authoritative technical insights facilitating informed decision-making and ensuring clients fully understand the technical aspects of their solutions. This role is essential for maintaining strong client relationships as we serve increasingly complex enterprise clients with sophisticated technical requirements. Why this role exists : We're taking on more clients with complex needs. Our non-technical teams can't carry the technical burden alone. This role ensures we get it right—from implementation to issue resolution to long-term solution stability. As our technology stack and client solutions grow in size and complexity this role plays a key part in maintaining system stability improving client understanding and accelerating issue resolution. What you'll do... Client-Facing Technical Leadership: Serve as the primary technical point of contact for clients requiring deep architectural infrastructure and system-level expertise Lead technical discussions directly with client technical stakeholders including CTOs architects and DevOps teams Provide authoritative technical guidance to clients exploring system-level changes or enhancements Build and maintain trusted relationships with client technical teams through expert communication and reliable technical insights External Technical Communication: Translate complex system architecture performance metrics and infrastructure behaviors into clear actionable insights for client stakeholders Deliver comprehensive root cause analysis explanations directly to clients and their technical teams Facilitate technical planning discussions with clients providing early-stage technical input and guidance Ensure client technical stakeholders have complete understanding of system capabilities limitations and optimization opportunities Strategic Client Technical Support: Engage with clients when technical issues involve deeper architectural or infrastructure considerations beyond standard support scope Support enterprise and regulated clients with complex co-implementation models by providing technical clarity and boundary definition Coordinate with internal technical teams to ensure clients receive comprehensive accurate technical information Proactively engage with client technical teams to prevent issues and optimize their understanding of our solutions Cross-Functional Coordination and Issue Resolution: Research and coordinate technical solutions across Application Support Application Delivery and other internal teams in response to client needs Collaborate with PMs Ops Managers and Implementation Leads on technical concerns beyond their ownership or expertise Chair cross-functional meetings with internal technical teams to uncover and resolve sources of technical disruptions affecting client workflows Coordinate major incident response and resolution across multiple internal teams and stakeholders Relationship and Trust Building: Position yourself as a trusted technical advisor to client organizations not just a support resource Maintain ongoing technical relationships that support long-term client success and satisfaction Ensure clients feel confident in their technical decisions through expert guidance and clear communication Identify and analyze recurring technical issues across clients to drive systemic improvements and prevent future risks Note: This role engages directly with clients only for topics involving system architecture infrastructure or application stack design and behavior—this is not a general support role. What you bring... Required Experience: 5+ years in technical client-facing roles with specific experience in: implementation management professional services technical account management or DevOps liaison roles Demonstrated experience with enterprise SaaS implementations involving multiple stakeholder groups Track record of managing technical projects with both internal teams and external client technical teams Deep understanding of SaaS infrastructure enterprise application architecture and production environments Technical Skills: SaaS/Cloud Platform Experience: Direct experience working with SaaS platforms cloud providers and vendor-specific cloud environments Major Incident Management: Proven experience in major incident response root cause analysis and coordinating technical resolution across multiple teams Technical Certifications: Industry certifications (CompTIA A+ Network+ or equivalent) demonstrating foundational technical competency Experience with data center operations or infrastructure management (preferred) Communication and Leadership Skills: Skilled at translating technical complexity for both technical and non-technical audiences C-Level Stakeholder Engagement: Experience conducting technical discussions with executive sponsors and senior technical leadership Proven ability to coordinate issue resolution across multiple internal teams and stakeholders Change Management: Proven ability to lead technical change management initiatives and process improvements Client and Enterprise Experience: Experience supporting enterprise or regulated clients particularly in co-implementation or highly customized deployment environments (preferred) Training and Mentoring: Experience developing and delivering technical training programs for both internal teams and client stakeholders Vendor Coordination: Experience managing technical relationships with multiple vendors and third-party providers Strong analytical skills with a proactive mindset for identifying patterns and driving improvements (pattern recognition and process improvement mindset for identifying systemic technical issues) What's in it for you... 100% work from home arrangement with minimal travel requirements for essential client meetings. Long-term enterprise-level project engagement with extensive exposure to multiple business modules (Pension Health & Welfare Payroll Finance). Rich mix of internal and external client interactions and a dynamic collaborative team driving innovation in our industry. Comprehensive customizable benefits package to suit your unique needs and lifestyle. Paid vacation days & well-being days as well as a well-being expense account to help maintain a better work/life balance. Various investments options such as employee share purchase plan group RRSP & TFSA and DC pension plan. Generous mental health support account to cover for the cost of therapy/counseling sessions. A bit about us We’re a people-focused customer-first purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world. TELUS Health is an Equal Opportunity Employer that aims to foster an inclusive culture that embraces diversity. It is our policy to hire without regard to race color creed religion national origin citizenship status sex marital status age disability sexual orientation or veteran status.We offer accommodation for applicants with disabilities as required during the recruitment process. By applying to this role you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.

Job Posting - Salary Range: See Pay Range Company Description Experian is a global data and technology company powering opportunities for people and businesses around the world. We help to redefine lending practices uncover and prevent fraud simplify healthcare create marketing solutions and gain deeper insights into the automotive market all using our unique combination of data analytics and software. We also assist millions of people to accomplish their financial goals and help them save time and money. We operate across a range of markets from financial services to healthcare automotive agribusiness insurance and many more industry segments. We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN) we have a team of 22500 people across 32 countries. Our corporate headquarters are in Dublin Ireland. Learn more at experianplc.com. Job Description In the Senior Relationship Manager role you will maintain and expand business relationships create up-sell and cross-sell opportunities and build revenue with assigned clients using data analytics and solutions across Experian. You will maintain close strategic partnerships across the client organization understanding client KPI's and success metrics and business operations market challenges and short-term initiatives. This will include supporting sales presentations and proposals to use Experian solutions in a way that improves client revenues return on operations reduces risk and lowers expenses. You will gain trust through credibility reliability business intimacy and customer centricity. Partner with sales resources to exceed revenue goals. Manage existing business agreements and relationships including the management and oversight of client onboarding and solution delivery fulfillment use and overall client satisfaction Identify recommend and implement improvements for using Experian solutions based on clients' feedback and through collaboration with internal Experian product partners Contribute to territory strategy and client account planning Grow existing business relationships by identifying process and operational improvements to solution delivery client use and solution impact to clients' financial priorities. Conduct moderate and facilitate product trainings for clients on current or prospective products the client is using or evaluating. Identify new product and revenue opportunities for Experian by expanding existing and creating new client relationships in new departments within a client's organization. Promote and close new business in partnership with Experian account executive and sales leadership teams. Collaborate on and manage inputs to the Experian revenue forecasting and pipeline management processes updating revenue opportunities according to company policy and practice. Participate in providing client data and insight to internal Experian product and executive teams to ensure improved product development marketing and sales. Increase client satisfaction through client engagement and support. You will report to Vice President Strategic Sales Qualifications Bachelor's degree or equivalent experience. Minimum of 5 years of complex sales or customer relationship management-related experience. Must have knowledge of consumer credit reporting. Experience creating exponential revenue growth. Project management skills. Ability to travel. Benefits/Perks Additional Information Great compensation package and bonus plan Core benefits including full medical dental vision and matching 401K Fully remote environment Flexible time off including volunteer time off vacation sick and 12-paid holidays Our uniqueness is that we celebrate yours. Experian's culture and people are important differentiators. We take our people agenda very seriously and focus on what matters DEI work/life balance development authenticity collaboration wellness reward and recognition volunteering... the list goes on. Experian's people first approach is award-winning World's Best Workplaces 2024 (Fortune Top 25) Great Place To Work in 24 countries and Glassdoor Best Places to Work 2024 to name a few. Check out Experian Life on social or our Careers Site to understand why. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range individual pay is determined by work location and additional factors such as job-related experience and education. You will be also eligible for a variable pay opportunity. Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work irrespective of their gender ethnicity religion color sexuality physical ability or age. If you have a disability or special need that requires accommodation please let us know at the earliest opportunity.

Work from anywhere impact everywhere Diversity is at the heart of who we are at Xapo Bank. We’re a fully distributed team of over 180 Xapiens that work remotely from 40+ countries around the world. Our beginning: A world that enjoys economic freedom and wealth protection no matter where you live or who is running your country. To achieve that we search the world for the best people for the job. We work hard think globally and inspire each other to learn and grow. We are committed to changing the way things are done. Risk is inherent in all of our business activities and managing risk well is the responsibility of every Xapien. Sound risk management enables us to serve our customers and deliver value for our shareholders and helps make Xapo a great place to work. Although we are headquartered in Gibraltar this is a full time 100% remote position Work from anywhere! Position Overview The Relationship Manager will be responsible for driving business growth through the acquisition of high-quality leads. This includes High-Net-Worth (HNW) individuals seeking Personal Accounts and Institutional clients interested in Institutional Accounts. A key responsibility will be to seamlessly transition qualified leads to the Account Management team for efficient onboarding. This role requires someone who is open and available to travel whether it's attending regional events to represent Xapo or meeting clients in person to strengthen relationships. The primary objective is to expand Xapo's client base while consistently prioritizing an exceptional customer experience. Responsibilities Lead Generation and Qualification: Identify and cultivate new business opportunities through various channels including networking referrals industry events and strategic outreach. Qualify leads to ensure alignment with the company's target client profiles (e.g. HNW individuals institutional clients). Client Acquisition: Introduce qualified leads to the relevant internal teams (e.g. Account Management) for a seamless onboarding process. Act as the primary point of contact during the initial stages of the client journey ensuring a positive first impression. Proactively engage with clients to understand their needs challenges and goals. Be an expert in the products Xapo offers providing product demonstrations to prospects and customers. Take all measures and go above and beyond to ensure clients' needs are met whether this is through the onboarding process or when they have become a member. Work alongside the team to draw up strategies to increase the customer base. Market Intelligence and Reporting: Stay informed about industry trends competitor activities and market conditions. Keep up-to-date with advancements in the crypto and traditional finance industries. Provide regular reports on lead generation client acquisition and other key performance indicators. Contribute to the development of sales and relationship management strategies. Brand Representation and Networking: Represent Xapo at regional events conferences and industry gatherings. Act as a brand ambassador promoting the company's values and offerings. Actively network to expand professional contacts and identify potential clients or partners. Compliance and Performance: Perform tasks in accordance with all regulatory and compliance requirements. Achieve your KPIs/targets in alignment with the overall objectives of the team and business. Escalate issues that are specific to the region to Product and other partner teams. Travel: Be open and available to travel for attending regional events and meeting clients in person to strengthen relationships and explore new opportunities. Skills Needed We are seeking a highly motivated professional with a strong background in financial services and a commitment to exceptional client service. Fluency in English is essential proficiency in additional languages is a valuable asset. A minimum of 5 years of customer-facing experience in the banking sector specifically within private banking private wealth management investment banking or commercial banking. Demonstrable professional or personal exposure to cryptocurrency markets indicating a strong understanding and interest in digital assets. A proven track record in originating leads and effectively managing existing client relationships within the financial services industry. Confidence and expertise in conducting both in-person and online meetings with clients as well as adeptly handling inquiries from prospects at industry events. A consistent history of achieving key performance indicators (KPIs) and targets related to client conversion. A robust professional network within the regional financial services sector. A solid understanding of traditional fiat payment rails and stablecoins. Other Requirements A dedicated workspace. A reliable internet connection with the fastest speed possible in your area. Alignment with Our Values and the Xapo Values-Driven Leadership principles. Why work for Xapo? IMPACT GLOBALLY WORK REMOTELY. Shape the Future: Improve lives through cutting-edge technology work 100% remotely from anywhere in the world. Great work-life balance: Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge. Expect Excellence: Collaborate learn and grow with a high-performance team. Learn how you learn best - from books to conferences you’ll get a yearly budget for your individual learning and development goals. At Xapo we prioritize consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment transparency and ethical conduct in their interactions with customers and stakeholders. Xapo Device Policy Consultants joining Xapo Bank must comply with the Xapo Device Policy which governs the use of corporate-approved laptops under Corporate-Owned Personally Purchased Device (reimbursed up to $1500) or Corporate-Owned Personally Enabled Device (personal device with enforced security controls). All devices must meet security requirements enroll in Xapo’s Mobile Device Management (MDM) and adhere to compliance rules. COPPD devices remain Xapo property with buyback options upon exit. COPED users agree to data control measures including mandatory corporate data wipes. Compliance with the Xapo Device Policy is mandatory for all consultants onboarding will not proceed without adherence to the policy.

At Koala Health we have our eyes set on an ambitious goal: to make managing your pet’s health simple and delightful. We’ve already launched our pharmacy service that allows people to shop for their pets’ medications and supplements online and get them delivered to their doorstep in presorted medication pouches. Now we’re focused on continuing to improve that experience while building a suite of new products and services that will make the pet health experience even better. About the Role As a Partner Relationship Manager you’ll play a key role in driving our mission forward by building meaningful partnerships with veterinary clinics across the country. You will own early-stage sales cycle from start to finish including proactive cold outreach delivering compelling demos and closing new veterinary clinic partnerships. After the contract is signed you’ll hand off to our implementation team so you can stay focused on growth. This role is a great fit for someone who is confident in outbound prospecting loves the hunt and knows how to guide a consultative sales process from first touch to close. ### What You'll Do: Manage the full-cycle sales process from prospecting and outreach to demo and close Conduct cold calls send emails and use LinkedIn or other strategies to connect with decision-makers Present and pitch Koala’s solution to veterinary practices adapting to each clinic’s needs Track your pipeline and progress using Salesforce Collaborate with the onboarding team for a smooth handoff after the sale Stay informed on trends in veterinary medicine and pet health ### What We're Looking For: High school diploma or equivalent 1+ year mini of B2B sales experience ideally within the veterinary or animal health industry Experience within the veterinary or pet care industry a must Strong prospecting skills with a track record of generating and closing your own opportunities Experience in cold calling and outbound outreachComfort using Salesforce or similar CRMs to manage pipeline and track performance Excellent communication skills both written and verbal Ability to work independently in a fast-paced remote environment ### Why you'll love Koala Heath: Mission-driven company helping modernize pet health Remote-first team that values flexibility and autonomy Competitive base salary with equity opportunities Medical dental and vision insurance with partial dependent coverage Unlimited PTO and a 401(k) plan Supportive collaborative team culture focused on impact Koala Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race religion color national origin gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics.

At Koala Health we have our eyes set on an ambitious goal: to make managing your pet’s health simple and delightful. We’ve already launched our pharmacy service that allows people to shop for their pets’ medications and supplements online and get them delivered to their doorstep in presorted medication pouches. Now we’re focused on continuing to improve that experience while building a suite of new products and services that will make the pet health experience even better. About the Role As a Partner Relationship Manager you’ll play a key role in driving our mission forward by building meaningful partnerships with veterinary clinics across the country. You will own early-stage sales cycle from start to finish including proactive cold outreach delivering compelling demos and closing new veterinary clinic partnerships. After the contract is signed you’ll hand off to our implementation team so you can stay focused on growth. This role is a great fit for someone who is confident in outbound prospecting loves the hunt and knows how to guide a consultative sales process from first touch to close. ### What You'll Do: Manage the full-cycle sales process from prospecting and outreach to demo and close Conduct cold calls send emails and use LinkedIn or other strategies to connect with decision-makers Present and pitch Koala’s solution to veterinary practices adapting to each clinic’s needs Track your pipeline and progress using Salesforce Collaborate with the onboarding team for a smooth handoff after the sale Stay informed on trends in veterinary medicine and pet health ### What We're Looking For: High school diploma or equivalent 1+ year mini of B2B sales experience ideally within the veterinary or animal health industry Experience within the veterinary or pet care industry a must Strong prospecting skills with a track record of generating and closing your own opportunities Experience in cold calling and outbound outreachComfort using Salesforce or similar CRMs to manage pipeline and track performance Excellent communication skills both written and verbal Ability to work independently in a fast-paced remote environment ### Why you'll love Koala Heath: Mission-driven company helping modernize pet health Remote-first team that values flexibility and autonomy Competitive base salary with equity opportunities Medical dental and vision insurance with partial dependent coverage Unlimited PTO and a 401(k) plan Supportive collaborative team culture focused on impact Koala Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race religion color national origin gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics.

At Koala Health we have our eyes set on an ambitious goal: to make managing your pet’s health simple and delightful. We’ve already launched our pharmacy service that allows people to shop for their pets’ medications and supplements online and get them delivered to their doorstep in presorted medication pouches. Now we’re focused on continuing to improve that experience while building a suite of new products and services that will make the pet health experience even better.About the RoleAs a Partner Relationship Manager you’ll play a key role in driving our mission forward by building meaningful partnerships with veterinary clinics across the country. You will own early-stage sales cycle from start to finish including proactive cold outreach delivering compelling demos and closing new veterinary clinic partnerships. After the contract is signed you’ll hand off to our implementation team so you can stay focused on growth.This role is a great fit for someone who is confident in outbound prospecting loves the hunt and knows how to guide a consultative sales process from first touch to close. ➡ What You'll Do: ➡ Manage the full-cycle sales process from prospecting and outreach to demo and closeConduct cold calls send emails and use LinkedIn or other strategies to connect with decision-makersPresent and pitch Koala’s solution to veterinary practices adapting to each clinic’s needsTrack your pipeline and progress using SalesforceCollaborate with the onboarding team for a smooth handoff after the saleStay informed on trends in veterinary medicine and pet health What We're Looking For: ➡ High school diploma or equivalent 1+ year mini of B2B sales experience ideally within the veterinary or animal health industryExperience within the veterinary or pet care industry a mustStrong prospecting skills with a track record of generating and closing your own opportunitiesExperience in cold calling and outbound outreachComfort using Salesforce or similar CRMs to manage pipeline and track performanceExcellent communication skills both written and verbalAbility to work independently in a fast-paced remote environment Why you'll love Koala Heath: ➡ Mission-driven company helping modernize pet healthRemote-first team that values flexibility and autonomyCompetitive base salary with equity opportunitiesMedical dental and vision insurance with partial dependent coverageUnlimited PTO and a 401(k) planSupportive collaborative team culture focused on impact ➡ Koala Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race religion color national origin gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics.

Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell CA. We are very interested in you if you desire a career in Wealth Management. The Relationship Manager plays a key role in supporting financial advisors by helping them manage their books of business and ensuring seamless operational execution. This role is responsible for handling the operational tasks that allow advisors to focus on client relationship-building and financial planning. The Relationship Manager will take ownership of administrative duties client onboarding account maintenance and coordination across teams to deliver exceptional client service ensuring a smooth efficient and client-centric experience. This position is permanently remote. Benefits: Starting salary of $75000 - $85000 based on experience and credentials with a full benefit package including Life insurance 100% company paid employee only premiums for Health Dental & Vision Coverage 4% company 401(k) match 100% vested Mentorship and learning opportunities. Firm-sponsored CFP prep-course and testing Great working environment with professional growth opportunities. You will have access to a great team of professionals & back-office support. Primary Duties: Assist financial advisors by handling administrative tasks coordinating client communications and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning. Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks coordinating portfolio updates and resolving client requests in a timely and accurate manner. Collaborate with internal teams such as compliance investment operations and client service departments to ensure all client-related activities are executed efficiently and in line with company standards. Maintain accurate client records manage CRM data and generate reports as needed to support advisors in tracking client activity portfolio performance and service delivery. Cultivate and maintain strong relationships with clients. Understand clients' financial goals and preferences. Identify opportunities for client growth and new business. Stay informed on financial market trends and regulatory changes. Adhere to regulatory requirements and internal policies conducting due diligence on prospective clients and implementing risk mitigation measures. Qualifications: Bachelor's degree in finance economics business administration or a related field is typically required. Work towards the attainment of Certified Financial Planner (CFP) designation may be preferred. Previous experience in a client-facing role within the financial services industry is highly desirable particularly in wealth management or investment advisory. Ability to juggle multiple projects successfully. Ability to learn new concepts and software packages quickly. Independently motivated have excellent communication skills and have a strong work ethic. Strong educational credentials and analytical background. Strong verbal and written communication skills. Ability to identify meet and follow through with client's needs and requirements. Must interact effectively with office staff and be a goal-oriented team player Strong attention to detail. Must demonstrate excellence in organizational and time management skills. Exceptional phone and client service skills positive and upbeat attitude at all times. Experience/ability to work from home while maintaining a professional setting Technical skills: Basic/Intermediate knowledge of Microsoft Excel. Experience with Salesforce (or other CRM software) financial planning software Orion and Microsoft Office tools a plus but not required. Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates will be asked to take assessments. At Modern Wealth Management we are committed to fostering a diverse equitable and inclusive workplace where all employees feel valued respected and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds experiences and identities to apply.

At Koala Health we have our eyes set on an ambitious goal: to make managing your pet’s health simple and delightful. We’ve already launched our pharmacy service that allows people to shop for their pets’ medications and supplements online and get them delivered to their doorstep in presorted medication pouches. Now we’re focused on continuing to improve that experience while building a suite of new products and services that will make the pet health experience even better. About the Role As a Partner Relationship Manager you’ll play a key role in driving our mission forward by building meaningful partnerships with veterinary clinics across the country. You will own early-stage sales cycle from start to finish including proactive cold outreach delivering compelling demos and closing new veterinary clinic partnerships. After the contract is signed you’ll hand off to our implementation team so you can stay focused on growth. This role is a great fit for someone who is confident in outbound prospecting loves the hunt and knows how to guide a consultative sales process from first touch to close. ### What You'll Do: Manage the full-cycle sales process from prospecting and outreach to demo and close Conduct cold calls send emails and use LinkedIn or other strategies to connect with decision-makers Present and pitch Koala’s solution to veterinary practices adapting to each clinic’s needs Track your pipeline and progress using Salesforce Collaborate with the onboarding team for a smooth handoff after the sale Stay informed on trends in veterinary medicine and pet health ### What We're Looking For: High school diploma or equivalent 1+ year mini of B2B sales experience ideally within the veterinary or animal health industry Experience within the veterinary or pet care industry a must Strong prospecting skills with a track record of generating and closing your own opportunities Experience in cold calling and outbound outreachComfort using Salesforce or similar CRMs to manage pipeline and track performance Excellent communication skills both written and verbal Ability to work independently in a fast-paced remote environment ### Why you'll love Koala Heath: Mission-driven company helping modernize pet health Remote-first team that values flexibility and autonomy Competitive base salary with equity opportunities Medical dental and vision insurance with partial dependent coverage Unlimited PTO and a 401(k) plan Supportive collaborative team culture focused on impact Koala Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race religion color national origin gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics.