23 client executive jobs at 21 companies in Yucaipa, CA
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Client Executive - Commerical
Tustin or Irvine
OnsiteFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
7+ YOE7+ years relevant experience, ability to obtain state insurance license within 90 days, deep insurance technical knowledge, intermediate-advanced Microsoft Office, strong communication and analytical skills; CPCU/CIC/CRM/ARM preferred.
Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel, Microsoft Word
Client Delivery Executive - CDE II - Onsite in Irvine, CA
Irvine, California, United States
OnsiteFull Time
NTT DATA: Global provider of IT and business consulting services.
8+ YOEAdvanced degree in IT/CS/Software Engineering/Computer Engineering/Cybersecurity; 8+ years managing application, cloud, infrastructure, security, workspace or consulting services; 5+ years industry experience; experience with ITIL v4 and enterprise delivery management.
Affinity Group: Provides sales and marketing services for food brands.
Regional client-facing sales role requiring experience with client management, sales plan execution, distributor relationships, analytical skills (Power BI/Excel/CoPilot), CRM and ability to travel with valid driver license and car.
Gemaire DistributorsNYSE: WSO: Wholesale distributor of HVAC/R equipment, parts, and supplies.
Sales experience and new-business success required, with HVAC and construction market knowledge, communication and negotiation skills, CRM proficiency, and ability to manage multiple clients and projects.
The Fortitude Team: Estate planning and legal resource network for families.
Provide client-facing administrative support including answering inquiries, scheduling appointments, maintaining records, and coordinating communications. Strong communication, organization, and customer service skills required.
Summit Solutions: A client-focused organization helping individuals and families improve financial awareness and decision-making.
Providing administrative support to a Financial Advisor including calendar management, client communications, tracking systems, and spreadsheet work; strong organization, communication, and independent problem-solving skills.
Central Transport: Provides less-than-truckload freight shipping and logistics services.
2+ YOESell and manage client relationships in LTL freight; meet quotas; strong communication and organizational skills; proficient with Microsoft Office; bachelor’s degree and 2-3 years LTL sales.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOERequires 5+ years of group insurance experience, client relationship, negotiation, mathematical, underwriting, and presentation skills, plus knowledge of California public agencies and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Internet, CRM
Meridith Baer Home: Provides luxury home staging and interior design services for real estate.
Proven consultative sales ability with strong closing skills, excellent written and verbal communication, PowerPoint proficiency, Salesforce and DocuSign usage, and willingness to travel ~70% for client meetings.
iHeartMediaNASDAQ: IHRT: Provides radio broadcasting, podcasting, and digital audio streaming services.
Sell broadcast and digital marketing products; build client relationships; cold-call; HS diploma required; college degree preferred; proficient with Salesforce and MS Office.
Salesforce, Microsoft Office, Social Media Platforms
Culver City or San Diego or Encino or Diamond Bar or Newport Beach or Riverside
$125k-$135k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
7+ YOE7+ years insurance experience, P&C license, High School/GED, strong communication, Microsoft Office and agency management system proficiency, ability to manage complex client accounts.
Microsoft Office, Microsoft Outlook, agency management systems
Guidance Residential: Provides Shariah-compliant home financing through a-ownership model.
Field sales role guiding clients through home financing, converting leads to contracts, managing pipeline, outreach to community partners; 2+ years sales/customer service preferred; bilingual Urdu or Arabic preferred.
Encino or Princeton or Red Bank or Carlsbad or San Francisco or East Brunswick or Whippany or New York City or Irvine
$95k-$200k/yrHybridFull Time
Withum: Professional services firm offering audit, tax, and advisory solutions.
5+ YOECPA license required; JD or MS in Taxation required; Bachelor in Accounting required; 5+ years public accounting tax experience with supervisory experience; strong tax research, client service, and leadership skills.
Personal Trainer (Bilingual English/Spanish) (CA, Riverside)
Riverside, California, United States
OnsitePart Time, Full Time
Fitness Ventures: Operates and manages a chain of fitness center franchises.
Certified personal trainer (one of listed certs), high school diploma or GED, eligible to work in the U.S., bilingual English/Spanish preferred, ability to instruct clients and execute trainer business plan.
Modern IT: Managed IT services provider for small and medium businesses.
4+ YOERequires 4+ years in an MSP or equivalent relevant experience, customer service and client management experience, strong organization and communication skills, executive documentation, Excel and PowerPoint proficiency, and process-building experience.
ConnectWise, Professional Services Automation (PSA), Remote Monitoring and Management (RMM), Configure Price Quote (CPQ), IT Glue, Microsoft SharePoint, Microsoft 365, Microsoft Excel, Microsoft PowerPoint, Microsoft 365 Copilot, Microsoft Copilot Studio