135 client relationship manager jobs at 67 companies in Caledonia, WI
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
2mo
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Client Relationship Manager
Milwaukee or Wisconsin
$99k-$124k/yr RemoteFull Time
4+ YOEResponsible for new business implementation, asset retention and growth, and client satisfaction; requires 4+ years in financial services (or 2+ in defined contribution), FINRA Series 6/7/63, state insurance license, bachelor’s degree preferred, and ability to travel frequently.
2w
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Client Relationship Manager - IntelliScript (Remote)
Chicago or Brookfield
$72k-$132k/yr RemoteFull Time
2+ YOERequires 2+ years of professional experience, critical thinking, client relationship skills, nationwide travel up to 20%, and proficiency with Excel, Outlook, Word, PowerPoint, Teams, and Zoom. Bachelor's degree and Power BI are preferred.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Zoom, Power BI, Salesforce
1mo
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Life Sciences Client Relationship Manager
North Chicago, Illinois, United States
$140k-$170k/yr HybridFull Time
10+ YOE10+ years life sciences client-facing experience in consulting or IT services, consultative selling, client P&L management ($15M+), large-deal and CXO engagement skills; MS/MBA preferred; must reside or relocate to Chicago area.
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Voluntary Benefits Client Relationship Management
Chicago or St. Louis or Chicago or Indianapolis or Minneapolis or Milwaukee
$119k-$238k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years consultant/client management experience, voluntary benefits subject-matter expertise, life/health license (or ability to obtain), strong financial acumen and communication skills.
2w
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Client Relationship Marketing Associate Director
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yr RemoteFull Time
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Salesforce, Gen AI
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Private Client Services Relationship Manager (RM)
Milwaukee, Wisconsin, United States
OnsiteFull Time
6+ YOEBachelor's preferred,6+ years in financial industry in client-facing/business development roles; strong credit analysis skills; Series 65/66/CFP ideal; advanced designations (CFP,CWS,CFTA,CFA,ChFC,CPA,JD) and NMLS registration for experienced hires.
Microsoft Office, CRM
2mo
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Relationship Manager - Private Wealth
Milwaukee, Wisconsin, United States
$160k-$215k/yr OnsiteFull Time
10+ YOE10+ years of wealth management experience, bachelor’s degree, strong financial analysis and relationship management skills, ability to grow client portfolios, compliance knowledge, excellent presentation and communication skills.
MS Office
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Client Support Manager
Plano or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yr HybridFull Time
3+ YOEBachelor's degree preferred, 3+ years building or managing client relationships, excellent communication and relationship-building skills.
1mo
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Relationship Manager II - C&IB
Downers Grove or Libertyville or Chicago
$123k-$250k/yr OnsiteFull Time
5+ YOEUniversity degree and 5+ years industry experience; credit analysis, client relationship building, sales origination, risk management, and strong communication skills.
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
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Principal Relationship Manager - Payments Acceptance (Remote-Eligible)
Riverwoods or United States
$138k-$158k/yr RemoteFull Time
5+ YOEHigh school diploma or equivalent and 5+ years in sales, relationship management, business development, strategy, operations, or project management within financial services; data analysis and client presentation experience preferred.
1mo
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Client Solutions Manager (Technology)
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOEBusiness development and account management for technology staffing; 2+ years B2B or IT experience preferred; bachelor’s degree preferred; strong closing, multitasking, and client relationship skills.
1d
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Relationship Manager- Milwaukee, WI
Brookfield or Milwaukee
OnsiteFull Time
1+ YOERequires Series 7 and 66 licenses with state registrations or ability to obtain Series 66, 1–3 years in financial services, client service, planning, financial markets knowledge, and strong communication skills.
2mo
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Relationship Banker
Schaumburg or Arlington Heights or Elk Grove Village or Crystal Lake or Aurora or Geneva or Mount Prospect or Des Plaines or Hanover Park or Glendale Heights
$25-$28/hr OnsiteFull Time
Engage clients in branch, educate on self-service tools, process cash transactions, build relationships to meet financial needs; strong communication, critical thinking, and time management skills required.
ATM, online banking, mobile banking
1mo
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Dealer Relationship Manager - Southeast Region
Brookfield, Wisconsin, United States
RemoteFull Time
2+ YOEMinimum 2 years in indirect lending, sales, auto finance or client-facing roles; high school diploma (Associate preferred); strong relationship-building, communication, Microsoft Office and analytical skills; remote work setup required.
Microsoft Office
3w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
1mo
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Mutual Funds Relationship Manager
Milwaukee or Irvine or Edison or New York City or Chicago or Sacramento or Hackensack or Brea or Tempe or Boston or Saint Paul
$134k-$164k/yr HybridFull Time
12+ YOEBachelor's degree or equivalent experience,12–16 years mutual fund or brokerage experience,advanced Microsoft Office and Excel,strong analytical, communication and client-management skills.
Microsoft Office, Microsoft Excel
2mo
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Small Business Relationship Manager, VP
Hales Corners or Waterford or Mequon or Twin Lakes
$68k-$116k/yr OnsiteFull Time
2+ YOEBachelor's in business/finance/accounting or equivalent, 2+ years commercial/business banking or B2B sales experience, experience developing client relationships and generating new business, valid driver's license/reliable transportation (if applicable).
1mo
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Client Representative
Lake Bluff, Illinois, United States
$70k-$95k/yr OnsiteFull Time
2+ YOE2+ years sales experience (preferably landscaping), knowledge of plant materials and installation, client relationship management, proposal and contract preparation, and strong communication skills.
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