235 customer relationship manager jobs at 166 companies in Shadow Hills, CA
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Customer Relationship Officer - Pasadena
Pasadena, California, United States
$41k-$56k/yrOnsiteFull Time
Banc of CaliforniaNYSE: BANC: Public U.S. bank holding providing commercial banking, lending, treasury management, and payment services to businesses.
2+ YOERequires two years of recent branch operations experience, treasury management and wire procedure knowledge, Word and Excel skills, customer service abilities, high school diploma or equivalent, and sound judgment.
Microsoft Word, Microsoft Excel, LinkedIn Learning
Capital Sales - Customer Relationship Manager - Capital
Buffalo or Boston or Miami or San Francisco or Detroit or Dallas or Los Angeles or Chicago or Las Vegas or New York or Houston or Atlanta
$62k-$74k/yrOnsiteFull Time
ACV Capital LLCNYSE: ACVA: Public automotive technology operating an online wholesale vehicle marketplace and data services for dealers.
2+ YOE2+ years in finance services,5+ years in customer service/sales; bachelor’s preferred; automotive experience desired; strong communication, sales, portfolio management and risk mitigation skills; CRM and analytics experience required.
Zero Impact Solutions: California-licensed clean-energy infrastructure provider for commercial and enterprise clients, delivering EV charging, fleet electrification, solar, and 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.
KARL STORZ: Manufacturer of endoscopes and medical instruments.
2+ YOERequires an associate degree and 4+ years, bachelor's degree and 2+ years, or 6+ years of equivalent customer service or account management experience. Strong communication, analytical, organizational, and business systems skills required.
North America or Seattle or Portland or San Francisco or Los Angeles or Salt Lake City or San Diego
$126k-$150k/yrRemoteFull Time
Harvard Business Impact: Not-for-profit publisher and learning organization serving professionals, educators, students, and organizations through management content and leadership development.
5+ YOERequires 5+ years in strategic account management, business development, consultative sales, customer success, or relationship management; CRM, territory, negotiation, presentation, and higher education experience preferred.
Irving or Dallas or Rancho Cucamonga or California or United States
$68k-$78k/yrOnsiteFull Time
Crossroads Equipment Lease & Finance: Full-service commercial vehicle dealership and fleet support network.
Commercial lending, finance, or vendor sales support preferred; requires strong communication, organization, time management, multitasking, loan documentation, and customer-first skills.
1+ YOEBachelor’s degree, 1+ year of client support experience in an RIA or financial services industry, Series 65 or 66, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
Softline Solutions: Full-service digital marketing agency helping small and mid-sized businesses grow through data-driven campaigns.
Manage client relationships, troubleshoot issues, analyze campaigns, collaborate with internal teams, and ensure measurable value for clients.
Hubspot CRM, Stripe, Freshbooks, QuickBooks, PayPal, Google Business Profile, Yelp for Business, Bing Places, Apple Maps Connect, Birdeye, Google Workspace, Excel, Asana, Agency Analytics, CallRail, Quo phone system, JIRA, Confluence
United States or New York City or California or Seattle or Washington or Austin or Chicago or Denver or Boston or Los Angeles or San Diego
$160k-$180k/yrRemoteFull Time
Signifyd: Enterprise fraud-protection software provider helping online retailers prevent fraud, abuse, and chargebacks while approving more orders.
5+ YOE5+ years in senior enterprise SaaS deployment or program management for complex strategic customers, with executive relationship-building, sales acumen, program management, communication, and collaboration skills.
Otter: Restaurant POS software for restaurant operators that unifies ordering, payments, delivery apps, and kitchen operations.
5+ YOERequires 5+ years in customer success, enterprise account management, or strategic consulting; enterprise relationship management, restaurant-tech knowledge, communication, data analysis, and cross-functional influence.
Otter: Real estate infrastructure and technology holding for the food industry.
5+ YOE5+ years in Customer Success, enterprise account management, or strategic consulting; enterprise relationship management, restaurant or delivery technology knowledge, communication, data analysis, and cross-functional influence.
Client Relationship Manager - Employee Benefits - IAS, West
Irvine, California, United States
$100k/yrHybridFull Time
The Baldwin Group Insurance Advisory SolutionsNASDAQ: BWIN: Insurance advisory organization serving businesses and high-net-worth individuals with commercial risk, employee benefits, and private-risk solutions.
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
StandardAeroNYSE: SARO: Global provider of aerospace maintenance, repair, and overhaul services.
Requires strong planning, analytical, communication, leadership, customer relationship, negotiation, and problem-solving skills; two-year related degree or equivalent experience and U.S. work authorization.
Microsoft Excel, Microsoft Project, Microsoft PowerPoint, ERP, Salesforce
Apollon Wealth Management: Private registered investment adviser providing financial planning and investment management to individuals, families, and independent advisors.
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Wealth Management: Employee-owned outsourced investment office building customized multi-asset portfolios for institutional and private-wealth investors.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
3+ YOERequires 3+ years in B2B CRM, retention, account management, or lifecycle marketing; CRM and email campaign experience; strong communication, data analysis, organization, and relationship-building skills.
HubSpot, Salesforce, Zoho, Klaviyo, Mailchimp, Shopify, ERP, Excel, Google Sheets