Client Relations

Client Relations Sales Jobs

4 jobs found

10d ago

Community Liaison

Horizon Health Detroit Lakes, MN

Detroit Lakes, MN

10d ago

Full time Marketing Account Management Business Development

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Job Description

The Community Liaison role is based onsite in Detroit Lakes, MN, with coverage across the Minnesota Territory including Grand Forks, ND, Detroit Lakes, MN, and Fargo, ND. The position supports an inpatient psychiatric unit and drives referral development through ethical marketing alongside active engagement with community and referral sources.

Responsibilities

Demonstrate and apply Sales Excellence and Service Recovery standards in daily activities.
Serve as the liaison between the facility and referral sources; implement service-oriented action plans that meet referral source needs; act as a community resource and representative; conduct facility tours for key stakeholders.
Attend Business Development team meetings and provide marketing updates, service recovery opportunities, and reporting to the Director of Business Development in a timely manner.
Maintain documentation for top accounts, key contacts, planning reports, client profiles, competitive profiles, and updates as directed by the Director of Business Development.
Cultivate positive, productive relationships with existing referral sources and identify opportunities to expand the referral network.
Maximize field-based time while maintaining a daily average of 8-10 in-person contacts with assigned referral sources regarding facility programs, treatment philosophies, clinical outcomes, and satisfaction data.
Develop and communicate sales messaging tailored to each program and to each target audience.
Identify and build a strategic sales plan for current and potential referral sources within the assigned territory and target markets, incorporating relevant research findings.
Assess, develop, and implement approved sales activities to achieve maximum market penetration and identify potential accounts in targeted segments.
Monitor referral inquiries and admissions statistics daily and analyze weekly sales action plans for effectiveness.
Maintain awareness of industry trends and adjust weekly sales action plans accordingly; provide recommendations to overall business development planning.
Ensure positive, timely, and accurate communication; foster cooperation and employ problem-solving to strengthen relationships among the facility, referral sources, patients, families, and the community.
Keep information current in MedSeries 4, MIDAS, and MEDIK, including daily contact logs and up-to-date account details; utilize proprietary reports to guide sales activity.
Complete required reports and information requests promptly, including expense reports, sales call plans, and post-call follow-up reports.
Participate in off-hours sales and community activities as required by the Director of Business Development and facility needs.

Requirements

Education: Bachelor’s degree in marketing, business, or a related field is required. Experience may be considered in lieu of a degree on a case-by-case basis.
Experience: Prior marketing or sales experience within a behavioral healthcare setting is preferred; at least three years of documented experience in referral development, account management, sales growth, and physician relationships is preferred.
Licensure: Valid driver’s license is required.

Technologies

MedSeries 4
MIDAS
MEDIK

Benefits

Competitive compensation
Excellent medical, dental, vision, and prescription drug coverage
401(k) with company match and discounted stock plan
Long-term and short-term disability insurance
Flexible Spending Accounts; Health Savings Account
Life insurance
Career development opportunities within the company
Tuition assistance
Rewarding work environment

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25d ago

Business Development Relationship Manager *Bilingual in Spanish Preferred

First Commonwealth Federal Credit Union Allentown, PA

Allentown, PA

25d ago

$65k - $80k/yr Full time Account Management B2B Banking Relationships

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Job Description

This hybrid Allentown, PA role at First Commonwealth Federal Credit Union focuses on growing membership and product utilization within the Bank @ Work program, with a salary range of USD 65,204 - 80,000 per year and a preference for bilingual Spanish speakers.

Responsibilities

Serve as the primary contact to develop, cultivate, and sustain member group relationships across HR, Finance, and other key business areas within assigned groups.
Collaborate with group contacts to gain a deep understanding of their business to drive membership growth, increase product and service usage, and expand business services relationships.
Represent First Commonwealth to assigned relationships and apply relationship management best practices to achieve objectives.
Coordinate visits to member groups according to the business development plan (weekly, monthly, quarterly, annually) to ensure roughly 80 percent of time is spent in the field, with remaining time in financial centers for collaboration with associates, managers, and members to identify leads and assess market needs and trends.
Foster ongoing collaboration among internal stakeholders in the market, including Retail, Lending, Business Services, and Marketing teams.
Ensure top tier member groups receive tailored support aligned with their penetration plans using tools such as onsite visits, benefit fairs, webinars, seminars, events, lead capture, and email.
Act as the primary voice of the customer for assigned groups, conveying critical feedback to support ongoing improvements and easier, more compelling business interactions.

Requirements

Demonstrates a proactive mindset and the ability to drive urgency in the sales cycle while executing solution strategies and maintaining a robust pipeline.
Strong listening and collaboration skills with a proven ability to work effectively in a team.
Effective verbal and written communication skills, including delivering presentations to small groups.
Minimum five years of experience in a sales or relationship management role within financial services.
Proven ability to build rapport in a retail B2C sales setting and meet targets.
Demonstrated skill in nurturing, cultivating, and managing B2C relationships to achieve goals.
Associate degree in business or a related field, or equivalent work experience.
Proficient in MS Office, Internet, and email.

Preferred qualifications

Bachelor's degree in business or a related field.
Financial Wellness certification.

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1mo ago

Client Services and Business Development Support Associate

Questmont Virtual Family Office Tampa, FL

Tampa, FL

1mo ago

$45k - $55k/yr Full time Marketing Administrative Support Business Development

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Job Description

Questmont Virtual Family Office operates as a boutique wealth management firm that prioritizes tailored client service. Based in Tampa and working onsite, the in-office team relies on a highly organized coordinator to manage relationships, track leads and prospects, and prepare client paperwork. This role provides essential administrative support to advisers and helps the practice stay proactive and well organized.

Location: Tampa, FL (onsite)

Responsibilities

Manage and track centers of influence and partner relationships, including interactions, follow-ups, referrals, leads, and prospects
Distribute and monitor thought leadership materials, invitations, newsletters, and other relationship-building items
Publish approved thought leadership content on social media
Maintain organized tracking systems for prospects, centers of influence, partners, and business development activities
Ensure timely follow-up on leads and prospects and prevent items from slipping through the cracks
Prepare and organize client paperwork, applications, signatures, and service requests, and track status
Provide administrative, operational, and project support to advisers and the team

Requirements

High level of organization and meticulous attention to detail
Effective follow-through and prioritization abilities
Adaptive to changing priorities
Professional, discreet, and service-minded
Proactive, with a collaborative approach and without needing to command the room
Committed to learning, contributing, and delivering high-quality work
Comfortable in a support role within a growing boutique firm

Technologies

Microsoft Office
Outlook
Excel

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Paid time off
Vision insurance

Preferred Qualifications

Experience in wealth management, financial services, or professional services is preferred
CRM, pipeline tracking, or client service experience is helpful
Familiarity with Microsoft Office, Outlook, Excel, and social media platforms
Strong written communication and organizational skills
Ability to handle confidential information with care

Work Environment

This is an in-office role within a boutique, high-touch wealth management and virtual family office firm. The environment is professional, relationship-driven, and fast-moving, requiring someone who can stay organized, flexible, and focused on quality execution.

Compensation

Salary: USD 45,000 - 55,000 per year

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1mo ago

Sales Development and/or Transaction Coordinator

Currier and Company Branson, MO

Branson, MO

1mo ago

$40k - $80k/yr Full time Account Management Business Development Client Liaison

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Job Description

Currier & Company invites you to join a full-time, onsite role in Branson, MO that blends sales development support, transaction coordination, and client communications. This position prioritizes relationship-building, operational excellence, and delivering an outstanding client experience throughout the transaction process. It offers a collaborative culture, professional development opportunities, and a clear path for growth within a growing real estate company.

Benefits and culture

Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance
Outstanding company culture and collaborative team environment

Compensation

Salary: USD 40,000 – 80,000 annually

Responsibilities

Respond promptly and professionally to client, lead, and agent communications
Maintain proactive, high-touch communication throughout the client journey
Coordinate updates among clients, lenders, title companies, agents, and vendors
Support an exceptional customer experience from initial contact through closing
Assist with managing transactions from contract to close
Prepare, organize, and review contracts, disclosures, amendments, and related documents
Track deadlines, inspections, appraisals, and closing timelines
Maintain organized digital files and internal systems
Support lead follow-up and client engagement plans
Help maintain CRM systems and communication workflows
Build relationships with prospective and current clients
Assist with marketing and client engagement initiatives
Troubleshoot issues and keep transactions moving smoothly
Stay proactive, detail-oriented, and solution-focused
Take ownership of tasks large and small to support team success
Other duties as assigned

Requirements

Exceptional communication and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Strong attention to detail and follow-through
A positive, team-oriented attitude with a willingness to learn
Passion for customer service and creating outstanding client experiences
Comfortable with technology, CRMs, and digital systems
Real estate experience or licensure preferred, but not required
Customer service or sales experience is a plus

Technologies

CRM systems

Why join Currier & Company

Outstanding company culture and collaborative team environment
Full-time position with competitive compensation and benefits
Opportunity for long-term growth within a growing real estate company
Professional development and licensure support
A workplace where your contributions matter

Schedule and location

Full-time, onsite in Branson, Missouri, primarily Monday–Friday, 9:00am–5:00pm. Occasional evenings or weekends may be required to meet deadlines. On-call and weekend rotation support as needed.

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Client Relations Sales Jobs

Community Liaison

Business Development Relationship Manager *Bilingual in Spanish Preferred

Client Services and Business Development Support Associate

Sales Development and/or Transaction Coordinator

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