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<h3>Job Description</h3>
Job DescriptionDescription:
Position Summary
The Partner Success Manager (Client Engagement Manager) serves as a strategic liaison between Entech and its partners, ensuring long-term client satisfaction, retention, and growth. Acting as a trusted advisor, the PSM is responsible for understanding partner business goals, aligning Entech’s solutions to support those goals, and delivering an exceptional partner experience. The ideal candidate is skilled in relationship management, technology consulting, and communication, driving engagement and maximizing value from Entech’s services and solutions.
 
Why Entech?
Entech is a growing Managed IT Support Services company with over 27 years of enabling people to do what matters. We value integrity, teamwork, and strong relationships with employees, clients, and the community. Join our family for growth opportunities, a fun environment, and a passion for technology. With offices in Fort Myers, Naples, and Bradenton, we look forward to your application!
 
Essential Roles and Responsibilities
<ul>
<li>Partner Retention and Satisfaction.</li>
<li>IT Roadmaps and Budget Delivery.</li>
<li>Strategic Partner Engagement. </li>
<li>Opportunity Pipeline Management. </li>
<li>Service Request Oversight. </li>
<li>Event Promotion and Participation. </li>
</ul>
Experience
<ul>
<li>3+ years of experience in account management, client engagement, or customer success—preferably in an Information Technology or Managed Services environment.</li>
<li>Experience delivering IT strategy, client roadmaps, or budget reviews.</li>
<li>Proven track record of managing client relationships through a consultative approach and driving revenue growth through retention and upselling.</li>
<li>Strong understanding and applicable working knowledge of technology solutions such as cloud services, cybersecurity, Information Technology infrastructure and business critical applications.</li>
</ul>
Additional Responsibilities
<ul>
<li>Serve as the primary point of contact for assigned partners, ensuring high levels of satisfaction and retention.</li>
<li>Develop a strong understanding of each partner’s business operations and technology objectives.</li>
<li>Collaborate with internal teams to develop and propose tailored strategies and IT solutions.</li>
<li>Conduct regular engagement activities to strengthen partner relationships.</li>
<li>Prepare and deliver annual IT Roadmaps, Budget Reviews, and Agreement Renewals in alignment with partner needs.</li>
<li>Represent the voice of the partner when communicating service issues, billing questions, or strategic goals to internal teams.</li>
<li>Ability to self-direct client engagement opportunities with minimal supervision.</li>
<li>Identify opportunities for cross-selling and up-selling Entech services and solutions.</li>
<li>Manage partner communication and service requests using ConnectWise tickets and activities.</li>
<li>Maintain an up-to-date and accurate sales pipeline, tracking all opportunities and activities.</li>
<li>Ensure timely and proactive communication, setting and managing expectations effectively.</li>
<li>Promote and drive attendance at company-hosted educational and thought leadership events.</li>
</ul>
Education
<ul>
<li>Bachelor’s degree in Business, Communications, Information Technology, or a related field (or equivalent work experience).</li>
</ul>
Benefits Free Employee Medical Insurance Additional Employer Paid Medical Options Fully Vested 401(k) Match Flexible Time Off (an unlimited amount of paid time off days) Free $10,000 Life Insurance Policy Six Paid Holidays – PLUS Black Friday! Flexible Schedule Options Fun Employee Events – Yearly Culture Building Events 
Options available for dental, vision, accident, hospital, short term disability, long term disability, Identity theft protection and additional life insurance. 
 
Entech is an Equal Opportunity Employer. Entech participates in E-verify for all employees. 
This position requires the passing of a level 2 background check as well as a pre-employment drug screening. A valid driver’s license is required for this position.
Requirements:

Client Engagement Manager

<h3>Job Description</h3>
Job DescriptionDescription:
What LINKBANK Offers: 
 
Annual salary between: $55,000.00 - $99,044.00
<ul>
<li>All Employee Incentive Plan – annual bonus</li>
<li>Relationship Manager Incentive Plan</li>
</ul>
Benefits (first of the month following date of hire):
<ul>
<li>Medical / Dental / Vision Coverage for employee and families</li>
<li>Life Insurance / Short and Long Term Disability – employer paid</li>
<li>Voluntary Life and AD&amp;D Options for employee, spouse and children</li>
</ul>
Retirement (first of the month following 90 days of employment):
<ul>
<li>Employer match 50% up to 6% of employee’s bi-weekly salary deferral</li>
<li>Auto enrolled and auto escalated</li>
</ul>
Annual Paid Time off
<ul>
<li>120 hours of Paid Time off (Vacation/Sick and Safe)</li>
<li>40 hours of Family Care time</li>
<li>40 hours of Sick &amp; Safe Leave</li>
<li>24 hours of Volunteer time</li>
<li>8 hours of Birthday time</li>
<li>11 paid holidays</li>
</ul>
Other Benefits
<ul>
<li>Education Assistance</li>
<li>Employee Stock Purchase Program (buy at 5% discount)</li>
<li>Employee Referral Program</li>
<li>Paid Parental Leave</li>
</ul>
General Responsibilities / Job Summary (A brief description that summarizes the overall purpose and objective of the position and the results you are expected to accomplish):
Oversees the operations of Solution Center through a team of Client Solution Specialists and/or Client Solutions Administrators. Responsible for the execution and coordination of all branch sales and deposit-gathering activities to include small business development. Responsible for the development, execution, and implementation of the branch sales plans to effectively gain and expand both business and retail relationships and provide referrals to business partners in helping to achieve bank-wide sales, deposit and service goals.
Essential Functions/Duties (A few accountabilities that cover the tasks, duties and responsibilities that are most important to get the job done, listed in priority order. Describe what must be accomplished including supervision or management responsibilities and quality and quantity standards.):
<ol>
<li>Embrace the LINK corporate values of LIVE, INTEGRITY, NURTURE, KNOWLEDGE and infuse those values throughout the company.</li>
<li>This position requires the employee to possess a positive attitude and willingness to learn, while providing superior client service to all members of LINKBANK.</li>
<li>Responsible for providing leadership, coaching and encouragement to a team of Client Solutions Specialists and/or Administrators to attain solution center sales, deposits and service goals; this includes filling in to assist customers when needed.</li>
<li>Oversees the efficient operation of the solution center through Client Solution team. Oversee and ensure that the solution centers operate in compliance with the Bank’s operating and security policies and procedures.</li>
<li>Responsible for the retail and small business functions in the solution center and within the community; including addressing customer concerns and issues.</li>
<li>Maintains a proficient level of knowledge of Small Business Lending.</li>
<li>Proficient understanding of Mortgage lending to field referrals to the mortgage team.</li>
<li>Leads in the development and successful accomplishment of the solution center market plan. In conjunction with other leadership, ensures that each team member understands their part in meeting LINKBANK goals and encourages team members to meet these goals. Ensures that team members know the Bank’s products through regular sales and product knowledge meetings and on the job coaching.</li>
<li>Responsible for development of and adherence to departmental budget.</li>
<li>Actively call on clients and prospects to ensure satisfaction and deepen the relationship with needs-based selling.</li>
<li>Meet with clients and prospects to understand their business and its products, gather information to submit loan underwriting.</li>
<li>Develop and actively call referral sources to obtain leads.</li>
</ol>
 
Requirements:
Minimum Qualifications:
Education/Training: High School Diploma or equivalent. 
Knowledge/Skills/Abilities:
<ul>
<li>Ability to juggle multiple priorities with clear direction from supervisor.</li>
<li>Ability to generate new business by outbound calling, generating referrals and involvement in the local community.</li>
<li>Attention to detail, problem solving and the ability to be proactive.</li>
<li>Knowledge of bank products and services.</li>
<li>Skilled in engaging clients/prospects in a sales conversation and optimizing sales opportunities.</li>
<li>Strong ability to comply with policies and procedures.</li>
<li>Strong computer knowledge and Microsoft Windows skills required.</li>
<li>Involvement in community groups/events and strong networking skills.</li>
<li>Strong interpersonal, communication, leadership, and organizational skills.</li>
<li>Strong sales skills.</li>
<li>Satisfactorily completes required annual regulatory training.</li>
</ul>
 
Experience: At least four (4) years cash handling, client service, management, and sales experience.
Required Certification/Licenses:
Travel Requirements: Ability to travel to all locations in the bank’s footprint as needed. Ability to visit client sites as needed.
Physical and Mental Job Requirements:
<ul>
<li>Must be able to verbally communicate instructions and information clearly, concisely, and accurately to our clients and their co-workers.</li>
<li>Must be able to read and comprehend sometimes complex operations specifications and details to process transactions accurately, while providing security awareness at all times.</li>
<li>Manual dexterity for the functional operation of office equipment, computer terminal, and other office equipment.</li>
<li>Must have visual acuity required to work at a computer terminal.</li>
<li>Mobility enough to coordinate activities in the department, including frequent standing, walking and sitting, and lifting no more than 20 pounds may be required. </li>
</ul>
 
Working Conditions:
Indicate how often the following physical demands are required to perform the Essential Functions listed above.

Manager, Client Solutions

<h3>Job Description</h3>
Job DescriptionDescription:
Connect Pediatrics provides in-home private duty nursing and therapy services to infants and children with complex medical needs. We employ clinicians and operations staff who are compassionate, qualified, and dedicated to ensuring the highest level of patient satisfaction. 
Job Summary:
<ul>
<li>Develop and manage relationships with referral sources, including pediatric clinics, ABA centers, hospitals, and other healthcare facilities.</li>
<li>Regularly visit referral sources to promote Connect Pediatrics' nursing and therapy services (ST, OT, PT).</li>
<li>Collaborate with the internal office team to ensure the smooth onboarding of new patients and communication between referral sources and office staff.</li>
<li>Serve as the primary point of contact for case managers, ensuring excellent customer service and support.</li>
<li>Manage and nurture long-term relationships with existing referral sources and case managers to maintain a steady pipeline of patients.</li>
<li>Monitor and track referral trends and provide feedback to leadership to optimize growth strategies.</li>
<li>Represent Connect Pediatrics at networking events, conferences, and industry meetings to build brand awareness and expand the referral base.</li>
<li>Develop and implement strategic plans to meet or exceed sales targets for private duty nursing and therapy services.</li>
<li>Maintain detailed records of outreach, patient onboarding, and client interactions using the company's CRM system.</li>
<li>Manage and foster nurse and client relationships.</li>
</ul>
About Connect Pediatrics Connect Pediatrics went from being the best-kept secret in Pediatric Home Health to a key provider of Pediatric Private Duty Nursing and Therapy Services across the state of Texas. We strive to be the preferred provider of care for our patients, and the preferred employer for our talented team of clinicians and operations personnel. For the last three years, Inc. Magazine has named Connect Pediatrics as one of the 5000 fastest-growing privately held companies in the US! This is a huge tribute to our team and the culture that we have developed. For more information, please visit our website at <a href="http://www.connectpediatrics.com" target="_blank">www.connectpediatrics.com</a>.
 
Benefits:
<ul>
<li>401(k)</li>
<li>Dental insurance</li>
<li>Disability insurance</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Paid training</li>
<li>Vision insurance</li>
</ul>
Schedule:
<ul>
<li>8 hour shift</li>
<li>Day shift</li>
<li>Monday to Friday </li>
</ul>
Connect Pediatrics is an equal opportunity employer.
Requirements:
Qualifications/Educational Requirements
<ul>
<li>High school diploma; college preferred.</li>
<li>Bachelor’s degree or equivalent combination of education, training, and experience. </li>
<li>Business office management and supervisory experience preferred.</li>
<li>Health care experience preferred.</li>
<li>Excellent written and verbal communication skills. </li>
<li>Ability to handle multiple tasks simultaneously and meet deadlines.</li>
<li>Excellent organizational and time management skills.</li>
<li>Ability to handle multiple tasks simultaneously and meet deadlines.</li>
<li>Positive attitude and self-motivated.</li>
</ul>

Client Relations Manager

<h3>Job Description</h3>
Job Description
_____________________________________________________________________________________
Job Title: Senior Client Manager
Department: Construction
Reports To: Senior Client Executive
FLSA Status: Exempt
_____________________________________________________________________________________
POSITION SUMMARY: The Senior Client Manager is a client-facing role responsible for managing marketing and renewal processes, policy servicing, and ongoing client relationships across the construction industry. This role supports Client Executives and Advisors by ensuring timely, accurate, and proactive service for a complex book of business. The Senior Client Manager is expected to communicate effectively with clients and carriers, resolve service requests, and ensure all coverage solutions meet client needs. This position requires strong negotiation skills, attention to detail, and the ability to manage multiple accounts and deadlines. Working closely with carriers, clients, and internal teams, the Senior Client Manager is expected to proactively identify coverage opportunities, streamline client service processes, and help transition the team toward a more strategic, advisory-driven approach. 
KEY RESPONSIBILITIES:
<ul>
<li>Serve as the primary point of contact for assigned client accounts, building and maintaining strong, trust-based relationships</li>
<li>Manage the renewal process on complex accounts, including gathering information, preparing submissions, and coordinating with carriers</li>
<li>Lead service team on client renewal process. Implement strategic improvements to meet client goals and objectives. Negotiate terms and conditions with carriers on behalf of clients</li>
<li>Technical expert for clients and internal team members on all Compliance topics</li>
<li>Work closely with Client Executives and Advisors to develop tailored insurance solutions</li>
<li>Participate in client meetings, renewal discussions, and strategic planning sessions</li>
<li>Provide policy analysis and risk assessments to ensure comprehensive coverage</li>
<li>Manage end-to-end renewal processes, including policy marketing, negotiations, and carrier placements</li>
<li>Secure competitive terms and pricing while ensuring full compliance with carrier and regulatory requirements</li>
<li>Prepare and deliver renewal proposals with a focus on cost-effective, high-impact solutions</li>
<li>Oversee endorsements, coverage modifications, and policy documentation</li>
<li>Act as a liaison between clients and internal teams to facilitate seamless account management</li>
<li>Train and mentor junior team members, providing guidance on best practices and process improvements</li>
<li>Work with leadership to transition from a transactional service model to a more proactive, strategic approach to client management</li>
<li>Help refine workflows and operational efficiencies to better serve client needs</li>
<li>Additional duties as assigned</li>
</ul>
WORK EXPERIENCE: 
<ul>
<li>5+ years of experience in commercial insurance with a focus on marketing and renewals, with 3+ years in a similar role</li>
</ul>
TECHNICAL KNOWLEDGE &amp; SKILLS:
<ul>
<li>Specific experience in the construction industry is preferred</li>
<li>Proven client-facing experience is essential, as this role serves as the primary point of contact and is responsible for building and maintaining client relationships</li>
<li>Strong understanding of policy structures, coverage terms, and carrier negotiations</li>
<li>Ability to manage diverse middle-market accounts, including those with complex exposures</li>
<li>Proficiency in Epic or similar agency management systems, or the ability to learn new systems quickly</li>
<li>Excellent negotiation and communication skills</li>
<li>Strong organizational skills with the ability to manage multiple priorities and deadlines</li>
<li>Ability to work in-office at least three days per week, with a preference for additional in-person collaboration</li>
<li>A track record of mentoring junior employees and driving strategic client service initiatives</li>
<li>A four-year college degree preferred, or equivalent years of industry experience in a similar position</li>
<li>Possession and maintenance of Property and Casualty Insurance license required for the State of Colorado</li>
<li>Professional designations such as ARM, CIC, CPCU, or CRM preferred</li>
</ul>
SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities.
WORK ENVIRONMENT: This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, and multi-function printers.
COMPENSATION INFORMATION:
<ul>
<li>Pay Range: $60,000 - $110,000 (dependent on experience and/or qualifications)</li>
<li>Total Compensation = Pay + Performance Bonus + Benefits</li>
</ul>
PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to talk and/or listen, frequently stand; walk; sit for extended periods of time, use hands.

Senior Client Manager

<h3>Job Description</h3>
Job DescriptionSalary: 
We are a fast-growing medical communications agency with offices in Zurich, Switzerland and New York, NY. Our team of experienced medical communications professionals help our clients in the pharmaceutical and biotech industry devise and implement transformative medical communications solutions that engage, inspire, and educate. We do this by bringing together a unique mix of knowledgeable, experienced and intuitive medical strategists, medical writers, designers, illustrators, and marketers. Visit ourwebsite for more information about our company.
 
We want to expand our dynamic team with a Manager, Client Partnerships.
 
By offering direct client engagement, we provide an accelerated career path that rewards innovative thinking, individuality, and a hunger for learning and teaching. We offer a dynamic and international working environment with many opportunities for career development, a competitive salary, and an attractive benefits package, including a flexible work-from-anywhere policy and up to 30 days PTO.
 
Responsibilities
<ul>
<li>Grows key accounts by building long-term strategic partnerships with clients;</li>
<li>Actively identifies and cultivates new business opportunities within the pharmaceutical industry;</li>
<li>Develops strategic account plans and ensures periodic account targets are being met;</li>
<li>Acts as a consultant to pharmaceutical clients to help them find strong, effective, and innovative Medical Communications solutions;</li>
<li>Maintain accurate client records, keeping track of proposals and business opportunities in our CRM;</li>
<li>Serves as the client representative within a dedicated cross-functional account team, ensuring strategic prioritization and execution of projects;</li>
<li>Represents MedComms Experts at industry conferences;</li>
<li>Proactively stays abreast of the newest developments in Medical Affairs and Medical Communications;</li>
<li>Works in alignment with our core values - Care Deeply, We Before Me, Be Actively Present, Own the Outcome, and Live to Learn.</li>
</ul>
Qualifications
<ul>
<li>Minimum 3 years of work experience in a Medical Communications agency required</li>
<li>Excellent understanding of Medical Communications deliverables for Medical Affairs clients</li>
<li>Accurate and detail-oriented working style with a high degree of integrity, tact and confidentiality</li>
<li>Willing to travel to client meetings and medical congresses</li>
<li>Proficiency with Apple Devices and G-Suite Office Tools, preferred</li>
</ul>
Core Competencies
Business Insight - Applies knowledge of business goals and the marketplace to advance the organizations goals.
Client Focus - Builds strong client relationships and delivers client-centric solutions.
Plans and Aligns - Plans and prioritizes work to meet commitments aligned with organization goals.
Resourcefulness - Secures and deploys resources effectively and efficiently.
Balances Stakeholders - Anticipates and balances the needs of multiple stakeholders.
 
Apply Now
We are looking for intellectually voracious individuals with a passion for improving patients lives through transformative medical communications and education. If you are infinitely curious about medical science and demonstrate a relentless determination to make the complex simple we want to hear from you!
 
MedComms Experts is an equal opportunity employer. We do not discriminate in any aspect of employment against any person on account of race, creed, color, religion, national origin, ancestry, sex, sexual orientation, gender identity and expression, disability, veteran status, or any other characteristic protected by law.
 remote work

Manager, Client Partnerships

<h3>Job Description</h3>
Job Description
Job Summary: We are seeking a Client Service Manager to oversee a team of client service representatives and ensure the satisfaction of our clients. The ideal candidate will be responsible for resolving client issues, developing strategies to improve client satisfaction, and maintaining strong relationships with key clients. Qualifications: - Bachelor's degree in Business Administration, Management, or related field. - Proven experience in a client-facing role, preferably in a supervisory or managerial position. - Exceptional communication and interpersonal skills. - Strong leadership abilities with a focus on team development. - Ability to analyze data and generate actionable insights to improve client services. - Proficiency in CRM software and Microsoft Office Suite. Responsibilities: - Manage a team of client service representatives and provide leadership and guidance. - Develop and implement strategies to improve client satisfaction and retention. - Address client issues and concerns in a timely and effective manner. - Build and maintain relationships with key clients to ensure long-term partnerships. - Analyze client feedback and data to identify areas for improvement in service delivery. - Collaborate with cross-functional teams to enhance the overall client experience. - Monitor key performance indicators related to client services and take corrective action when necessary.

Client Service Manager

<h3>Job Description</h3>
Job Description
Position Title: Client Relationship Manager
Department: Corporate Middle Market Banking Location: Dallas, Houston
Manager: Regional President Corporate Banking
Position Summary:Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client’s commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability.
<ol>
<li>Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.)</li>
<li>Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank’s products and services, such as treasury services, deposits, derivatives and other financial products.</li>
<li>Product Knowledge: Be well-versed in the bank’s product suite to be a trusted advisor both internally and to the client. </li>
<li>Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. </li>
<li>Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts.</li>
<li>Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations.</li>
<li>Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it’s a service problem, a financial solution that needs adjusting, or an operational concern.</li>
<li>Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures.</li>
<li>Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. </li>
<li>Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank’s products and services.</li>
<li>Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. </li>
<li>Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio.</li>
<li>Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client’s business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions.</li>
<li>Client Advocacy: Act as the client’s advocate within the bank, ensuring their needs and goals are represented in internal discussions.</li>
</ol>
Skills and Experience:
<ul>
<li>10+ years’ work experience related to various aspects of middle market and corporate banking</li>
<li>Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly</li>
</ul>
<ul>
<li>Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services)</li>
</ul>
<ul>
<li>Experience reviewing and negotiating loan documents</li>
<li>Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required</li>
</ul>
<ul>
<li>Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments</li>
</ul>
<ul>
<li>Ensures accuracy of information, data, and documentation for all portfolio accounts</li>
<li>Actively participates in customer meetings to further the relationship and expand business opportunities</li>
<li>Good mathematical, reading comprehension and writing skills</li>
<li>Must have excellent interpersonal and communication skills</li>
<li>Must be able to verbally communicate effectively one-to-one and in groups</li>
<li>Must be able to write clearly and effectively</li>
<li>Must be able to develop and maintain cohesive, cooperative internal and external working relationships</li>
<li>Must have good personal organization and time management skills</li>
<li>Must allocate time effectively and independently prioritize workload to meet timelines</li>
<li>Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering </li>
</ul>
training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul>
<li>Support the deal team in managing existing and developing new client relationships</li>
<li>Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring</li>
<li>Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.)</li>
<li>Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process</li>
<li>Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed</li>
<li>Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio</li>
<li>Assist in training and coaching of new team members</li>
<li>Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.)</li>
<li>Ability to work within timelines and complete projects before deadlines</li>
</ul>
Position Type:
This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Direct Reports:
None
Travel:
Some travel between Third Coast Bank offices and to client locations may be required.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Client Relationship Manager

<h3>Job Description</h3>
Job Description
Overview
Our operational team members focus on efficiently meeting the needs of our clients across various lines of business. If your passion is to ensure quality care to help our clients live their best life we encourage you to apply today!
 
Responsibilities
<ul>
<li>Receives/responds to incoming calls from referral sources/potential clients and exchanges information to identify the clients' needs and consults with Director of Clinical Management to determine the Company's ability to meet them.</li>
<li>Completes all viable referrals by setting up and carrying out pre-screening assessments, completion of pre-screening reports, and preparation of case proposals and other related pre-admission paperwork (i.e., obtains authorization for payment, coordinates availability of an appropriate treatment team).</li>
<li>Oversees, directs and supervises field staff assigned in assisting with pre-screening process.</li>
<li>Accesses national/state/company account information, including the account names and terms of contracts or other past payer agreements, as appropriate.</li>
<li>Consults with third party representatives regarding client benefit coverage, client financial responsibility, company service authorization and specific reimbursement procedures. Presents company’s services, interprets potential reimbursement options and negotiates reimbursement levels with third party payer.</li>
<li>Contacts referral sources to advise them of case acceptance and provides information on the clinical team responsible for client's case.</li>
<li>Develops/maintains a working knowledge of all services/resources provided by the Company and services available within the community. Assists in identifying alternative community service sources when company solutions are not appropriate or available.</li>
<li>Maintains relationships with standard referral sources and payer case managers. Contacts identified referral sources and seeks referrals as appropriate. Records outcome of calls and keeps the SAR informed. </li>
<li>Monitors/tracks referral sources' satisfaction levels, tracks/reports on conversion ratios and provides summary reports to management at requested intervals.</li>
<li>Implements/maintains, with the up line management, operational processes to ensure compliance with Company policies, requirements and regulatory mandates.</li>
<li>Adheres to and participates in Company’s mandatory HIPAA privacy program/practices and Business Ethics and Compliance programs.</li>
<li>Participates in quarterly growth planning meetings/activities including discussions around staffing and recruitment needs.</li>
<li>Participates in special projects and performs other duties as assigned.</li>
</ul>
 
Qualifications
<ul>
<li>Bachelor's degree in a human services field or nursing field. </li>
<li>Valid driver's license.</li>
<li>Must have two years of experience with case management or related discipline</li>
<li>Must be able to communicate both verbally and in writing.</li>
</ul>

Client Services Manager

<h3>Job Description</h3>
Job DescriptionDescription:
<ul>
<li>Do you enjoy providing exceptional customer service to your clients?</li>
<li>Do you have a passion for the green industry?</li>
<li>Do you have a natural ability to build and maintain relationships with customers and close deals? </li>
<li>Are you a skilled and passionate person with a track record of success in sales?</li>
<li>Do you enjoy being a part of an amazing team and awesome culture?</li>
</ul>
If so, this position and Terra Green may be a great fit for you! 
 
Summary
Terra Green Precision Landscapes is a growing, full-service landscape company that is driven by its mission and core values. Our goal is to be the most responsible, effective, and respected full-service landscaping company in the Charlotte region. We offer a wide array of services such as landscape maintenance, design-build, irrigation, turf and ornamental, as well as landscape enhancements. In order to better fulfill its mission Terra Green is in search of an experienced, hard-working, and driven Client Relationship Manager to join our team.
 
Responsibilities
<ul>
<li>Develop strong relationships with clients through frequent and clear communication, mutual trust and ability to meet clients’ needs as well as develop win-win opportunities for the customer and the company</li>
<li>Identify and pursue new business opportunities </li>
<li>Ensure that quality expectations and specifications are being met/exceeded</li>
<li>Manage a portfolio of maintenance contracts and serve as our clients’ primary contact to ensure timely solutions, satisfaction and quality services</li>
<li>Write and negotiate contract renewals</li>
<li>Meet and exceed sales targets</li>
<li>Conduct property inspections, client meetings and site visits to ensure that our maintenance operations are delivering on our commitment to innovative solutions and safe work practices</li>
<li>Identify and develop enhancement proposals for portfolio clients</li>
<li> Stay up-to-date with industry trends and developments </li>
</ul>
 
Benefits
<ul>
<li>Signing Bonus</li>
<li>Health Benefits (Health, Dental, Vision, Life)</li>
<li>Paid Holidays</li>
<li>Paid Vacation</li>
<li>Learning Opportunities</li>
<li>Retirement Savings Plan (with Company Match)</li>
<li>Referral Bonus</li>
<li>Bonus/Commission/Incentive Pay</li>
<li>Company Vehicle</li>
<li>Cell Phone</li>
<li>Computer</li>
<li>Bonus/Incentive Pay</li>
<li>Excellent Work Culture and Environment</li>
</ul>
 
Requirements:
 
<ul>
<li>Degree in landscaping, horticulture or a related discipline</li>
<li>Strong organization skills and attention to detail</li>
<li>Previous experience in account management is preferred</li>
<li>Training and previous experience in landscaping and horticultural practices</li>
<li>Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Google Suite</li>
<li>Valid Driver's License</li>
<li>Excellent verbal and written communication skills</li>
</ul>
#ZR

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