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Client relationship manager Jobs in San Jose, CA

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Client relationship manager • san jose ca

Last updated: 1 day ago

Client Success Manager

TradeJobsWorkForce95111 San Jose, CA, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted

CS - Client Relations Manager

Atlantic AviationSan Jose, CA, US
Full-time
Quick Apply

The Client Relations Manager (CRM) is a pivotal role responsible for curating and delivering exceptional customer experiences and driving business growth for Atlantic Aviation.This position require... Show more

Client Service Manager -SJB

PalAmerican SecuritySan Jose, CA, US
Full-time

Must have a valid CA Guard Card.Must have a valid CA Driver License - 21+ yrs old for insurance purposes.PalAmerican Security - Client Service Manager.Are you passionate about ensuring top-notch se... Show more

Relationship Manager, Pac Rim Division

BmoSan Jose, CA, United States
$88,800.00 yearly
Part-time

We are seeking a top performing Relationship Manager to join BMO's Pacific Rim Division.In this role, you will build and grow a portfolio of commercial clients with strong connections to Pacific Ri... Show more

Business Banking Relationship Manager

Bank of AmericaSan Jose, CA, United States
$90,000.00 yearly
Full-time

Small Business Financial Solutions Specialist.This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively manag... Show more

VP/FVP, Relationship Manager

Cathay General BancorpMilpitas, CA, United States
$120,000.00 yearly
Full-time

Relationship Manager/h2pAre you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that supports your as... Show more

Client Relationship Consultant 2 (Banker) - Santa Clara, CA

U.S. BankSanta Clara, CA, United States
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

Business Relationship Manager

East West BancorpMilpitas, CA, United States
$71,000.00 yearly
Full-time

Next Generation Business Relationship Manager.Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high qu... Show more

Relationship Manager Senior - Government

ChaseSaratoga, CA, United States
Full-time

Business Relationship Manager Senior, Government.If you are customer focused, enjoy building relationships, and providing financial advice to Government clients, then a role as a Business Relations... Show more

Client Relationship Consultant 2 (Banker) - Santa Clara, CA

U.S. BancorpSanta Clara, CA, United States
$24.92 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

Relationship Manager Senior - Government

JPMorgan ChaseSaratoga, CA, United States
Full-time

Business Relationship Manager Senior, Government.If you are customer focused, enjoy building relationships, and providing financial advice to Government clients, then a role as a Business Relations... Show more

Wealth Relationship Manager SAFE Act

CitiSanta Clara, CA, United States
Full-time

Wealth Relationship Manager SAFE Act.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll ha... Show more

Dealer Relationship Manager - San Jose, CA

Stellantis Financial Services USSan Jose, CA, United States
$65,000.00 yearly
Full-time

Stellantis Financial Services Job Opportunity.Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic br... Show more

Service Relationship Manager

FortinetSunnyvale, CA, United States
Full-time

The Service Relationship Manager (SRM) is responsible for establishing and nurturing pivotal relationships with strategic customers to ensure the effective delivery of Fortinet’s premium Advanced S... Show more

Relationship Manager I

City National BankSan Jose, California, United States
$65,296.00 yearly
Full-time

WHAT IS THE OPPORTUNITY?Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & p... Show more

Relationship Manager - Corporate Banking

AvidbankSan Jose, CA, United States
$125,000.00 yearly
Full-time

Silicon Valley serving the San Francisco Bay area and beyond.We are a highly responsive business bank, providing tailored financial solutions.We are advocates for our clients and specialize in prov... Show more

Deposit Sales Relationship Manager

MRINetworkSan Jose, CA, United States
Full-time

Deposit Sales/Relationship Manager.Immediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution.Focus is to generate core deposits and establish de... Show more

Wealth Relationship Manager SAFE Act

CitigroupSan Jose, CA, United States
$88,400.00 yearly
Full-time

Wealth Relationship Manager SAFE Act.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll ha... Show more

Middle Market Relationship Manager

Columbia BankSan Jose, CA, United States
$159,360.02 yearly
Full-time

Middle Market Banking Relationship Manager.Serves as the key banking relationship manager for assigned middle market client relationships.Accountable for prospecting new business and working with C... Show more

Client Relationship Consultant 2 (Banker) - Santa Clara, CA

US BankSanta Clara, CA, United States
$24.92 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

People also ask
Client Success Manager

Client Success Manager

TradeJobsWorkForce95111 San Jose, CA, US
30+ days ago
Job type
  • Full-time
Job description
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retention. Lead group coaching call for clients in our program suite Creating OR curating content/curriculum for our students to grow their businesses. Reporting on total client count, satisfaction % based on feedback surveys, client success and other various metrics related to the overall client experience Handling escalations and refund requests when they arise and creating a refund or escalations response process for future consistency Curate or host group calls with guest experts/SME's for the benefit of the students. Updating client interactions within Infusionsoft/Pipedrive, (our CRMs) Responsible for the management client FB groups, including internal promotions, promo content, and virtual events. Managing updates to content for all programs, and training the CS team members on the curriculum. Also responsible for the promotion of content updates to the clients either through the FB groups, text blasts, or through email Manage a team of 2-3 people who can aid in client success in these key areas: Branding, Offer & Copywriting advice, Mindset/Fundamentals of business, Sales & Objection Handling, Media Buying/Paid Advertising, and Funnels. Managing involves: Hiring talent, training talent, managing & maintaining performance reviews/ratings of talent, managing execution & implementation groups (the system for clients to be held accountable and move through the program) Interview & manage case study material: Client interviews