82 customer relationship manager jobs at 60 companies in Fallbrook, CA
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Customer Relationship Officer - Irvine
Irvine, California, United States
$41k-$56k/yrOnsiteFull Time, Part Time
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
2+ YOEMinimum 2 years branch operations experience, basic Treasury Management and wire knowledge, end-user Microsoft Word and Excel, detail-oriented, strong customer service and escalation skills, high school diploma required.
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Kastle Systems: Managed security services provider for commercial and residential properties.
2+ YOE2-4 years account or customer success management experience; bachelor’s degree preferred; ability to build and maintain customer relationships; technical competence with software/hardware/networks; experience training customers; familiarity with Microsoft Dynamics CRM and AX.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's degree or equivalent; active Series 7 and Series 63 required; Series 9/10 may be obtained within 90 days; 3+ years customer service and 3-5 years in financial/security services preferred; strong communication and financial acumen.
Client Relationship Manager - Employee Benefits - IAS, West
Irvine, California, United States
$100k/yrHybridFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
2+ YOEManage employee benefit programs and renewals, ensure compliance (ERISA/HIPAA/ACA), liaise with carriers, prepare analyses and presentations; requires Life & Health state license, 2+ years employee benefits/account management experience, proficiency with agency systems and Microsoft Office.
Brokerage Builder, Agency Management Systems, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Zywave, AI-enabled tools, digital workflow tools
Clinically AI: Automates documentation and compliance for behavioral health providers.
2+ YOE2+ years in customer/technical support or client-facing SaaS roles; strong written/verbal communication; software/workflow troubleshooting; active daily user of AI tools; cross-functional collaboration and customer relationship skills.
Harbinger: Produces electric chassis platforms for medium-duty commercial transport vehicles.
8+ YOE8+ years in customer experience or account management, Bachelor\u0002s degree, strong communication, analytical and stakeholder management skills, experience with dealer or fleet relationships, advanced computer/reporting proficiency.
Promera: Technical cleaning and contamination control for critical environments.
3+ YOE3+ years in a client-facing/service role, experience managing renewals and upsells, strong communication, project execution, financial analysis, and relationship-building skills; high school diploma required, bachelor’s preferred.
Promera: Provides specialized cleaning and maintenance for mission-critical facilities.
3+ YOE3+ years in a similar role, experience in service industry preferred. Strong communication, financial analysis, project execution, and client relationship skills. High school diploma required; bachelor's preferred.
Encinitas or San Diego or Carlsbad or Solana Beach or La Jolla
$25-$27/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in-branch, educate on self-service channels, process cash transactions, manage financial center traffic, follow regulatory processes, and identify client solutions; customer service and sales aptitude required.
Credit Union Leasing of America: Enables credit unions to offer competitive indirect vehicle leasing.
Client-facing leadership in leasing operations with strong problem-solving, attention to detail, coaching, client relationship management, and process-improvement skills.
The Seamless Lease Connection, CDK, Reynolds & Reynolds
SwiftX: Express delivery services for the US e-commerce market.
3+ YOE3+ years sales/business development/partnership experience; experience in logistics, e-commerce, fulfillment, or marketplaces; strong relationship-building and negotiation skills; self-motivated.
Saxco: Distributes rigid packaging and design services for beverages.
5+ YOE5+ years in customer success/account management in distribution, managing $50M+ revenue; advanced Microsoft Excel and Power BI; experience with Dynamics AX, TMS, Manage Artworks, Salesforce/Microsoft CRM; strong relationship, analytical, and cross-functional skills.
Microsoft Excel, Power BI, Dynamics AX, TMS, Manage Artworks, Salesforce, Microsoft CRM
BrightViewNew York Stock Exchange: BV: Provides commercial landscape maintenance, development, and snow removal services.
3+ YOE3+ years construction/landscaping experience, BA in related field preferred, proficiency with Microsoft Word/Excel/Outlook and project/scheduling software, strong communication and customer relationship skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yrHybridFull Time
Collectors: Providing authentication and grading services for high-value collectibles.
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
LandCare: Provides commercial landscaping and outdoor facility maintenance services.
Experience leading operations and teams, P&L and budget management, customer relationship development, sales/prospecting, and commitment to safety and quality.