80 customer relationship manager jobs at 60 companies in Temecula, CA
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hrOnsiteFull Time
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.
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
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOERequires 2+ years customer service experience, 1+ year customer needs assessment and relationship-building experience, required FINRA and insurance licensing, SAFE registration, and strong communication and risk-management skills.
mobile banking, Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials (SIE)
Raleigh or Austin or South Carolina or New York City or St. Louis or Denver or Boston or San Jose or Atlanta or San Francisco or Richmond or San Diego or San Antonio or Bellevue or Nashville or Jersey City or Dallas or Columbus or Milwaukee or Irving or Irvine or Indianapolis or Miami or Los Angeles or Tampa or United States or Houston or Phoenix or Philadelphia or Seattle or Chicago or Orlando or Fort Worth or Charlotte
$81k-$122k/yrRemoteFull Time
Cox Enterprises: Providing global communications, automotive services, and media solutions.
4+ YOEBachelor's degree and 4 years of related experience, or an equivalent combination. Requires B2B technology customer success experience, relationship management, communication, organization, and CRM/customer success platform proficiency.
Customer Relationship Management (CRM), AWS, Azure, Google Cloud, VMware
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
Fluent English and Spanish, customer service and order management experience, Microsoft Office proficiency, strong organization, attention to detail, problem-solving, and customer relationship skills.
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.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
5+ YOE5–7 years client relationship or financial services experience preferred; bachelor’s degree preferred; strong product, regulatory, data analysis, document management, Microsoft Office, project and people management skills.
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.
2+ YOEMinimum 2 years revenue cycle/accounts receivable/coding or payer contracting experience; ASC billing preferred. Proficiency with Practice Management and EMR systems, strong analytical and communication skills, client relationship experience, ability to work independently.
Crown Technical SystemsNASDAQ: FLEX: Manufacturer of integrated power distribution and protection systems.
Bachelor's degree and functional, people, or process management skills, with expertise in complex contracts, customer relationships, and legal-commercial processes.
Pacific Rim Capital: Provides equipment leasing and financial advisory for large enterprises.
3+ YOEBachelor's or equivalent experience; 3+ years in sales/account management/customer service; proficiency with Microsoft Office and CRM (Creatio); strong communication, KPI focus, and client relationship skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Creatio